For the past decade, key members of TheMTM Financial Group ("MTM") and board of advisors have been providingassistance to our affiliate companies, assisting retirees with life insurance,retirement planning, and advising financial professionals on marketing, cashflow, and balance sheet management strategy.  MTM and our affiliates have established a prominent position in the marketing of financial products and services to individuals and corporations.  MTM brings long-standing relationships with industry-leading professionals together with the extensive experience of our team members and Board of Advisors to provide suitable products and superiorservice.

Matthew T. McGonigle

Matt, the founder of The MTM Financial Group, is directly responsible for the development, growth, and progress of the company.  He manages the daily operations of MTM Retirement Resources, Inc., a full service retirement planning company, as well as First Descent Financial Marketing, which provides marketing solutions to financial professionals.  For more than a decade, Matt has been a self-employed business owner.  He has extensive experience working with individuals, small businesses, and financial institutions; assisting with sales,developing and executing marketing campaigns; generating successful loan participations; and recognizing unique opportunities in various financial industries.  Matt has providedadvice to personal and business clients seeking to improve their margins, protect their assets, return on investments, and overall financial results.

Matt is also the founder of the United States Institute of Retirement Planning, which provides complimentary retirement services, education, and information to retirees nationwide.  Matt firmly believes that retirees should not have to pay costly fees to obtain suitable retirement advice.  Matt is a graduate of Ohio Wesleyan University with a BA in political science, pre-law and BFA minors, with aconcentration in graphic design and advertising.  While in college, Matt was the president of Phi Gamma Delta,a member of Omicron Delta Kappa, a member of the Ohio South Olympic Development Soccer Team, and founder of the Owl Club for Scholarly Gentlemen.

Prior to founding The MTM Financial Group, Matt spent time pursuing an education in intellectual property law.  After deciding that a career in law did not allow him to explore his creative side, Matt transitioned to traditional life insurance sales and marketing after relocating to Minneapolis, MN.  Within two years, Matt was a top recruiter and top producer within BDMS & Associates, Inc., a regional life insurance agency.  Matt was a top producer at multiple national insurance companies from 2001-2003 and launched his own agency, MTM Retirement Resources, Inc. in 2004 following that success.  Over the next few years, The MTM Financial Group was founded in addition to numerous strategic partnerships and affiliate companies.

Strategic Partners (available under strict confidence)

MTM’s Strategic Partners have asked MTM to observe confidentiality as MTM provides confidentiality among all of our clients.  Our partners have assisted in MTM’s underwriting and due diligence for new business opportunities.  They represent vast financial industries including: life and health insurance, property and casualty insurance, group insurance, defined contribution and benefit plans, trusts and estate planning, securities management, managing members of investment firms that provides middle-market companies with equity and debt financing, managing partners of capital management groups, national financial marketing organizations, registered broker-dealers, and members of the National Association of Securities Dealers Inc. (NASD). Our Partners have been featured in the Wall Street Journal, Business Journal, the Scotsman Guide, Senior Market Advisor, and dozens of other publications.  These partnerships allow The MTM Financial Group to offer our clients access to some of the top professionals in various industries. We believe that this gives us a defined competitive advantage due to the ability to offer superior services through our network; rather than attempt to offer all services internally without focusing on those services that are our specialty.