Financial Advising For You

Our team along with Matthew Simon, work together to make sure you get reliable insight that’s tailored to your financial vision.

When you need some help with your financial goals and working out a plan to achieve them, you want someone you can trust on your team.

At Tax Wealth & Financial Services that means getting you the right strategies to achieve your financial goals.

Meet Matthew Simon, a financial advisor with Mid Atlantic Resource Group. Matt works closely with the Tax Wealth team to serve clients in their financial planning needs. Mid Atlantic Resource Group LLC handles insurance, investments, and employee benefits.

Looking for financial planning advice?
Reach out to Matt to schedule an appointment.

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Matthew Simon offers Securities and Investment Advisory Services through Securian
Financial Services, Inc., Member FINRA/SIPC. Mid Atlantic Resource Group, LLC is
independently owned and operated. 1800 Route 34 Bldg 2 Suite 201, Wall Township,
NJ 07719

Neither Matthew Simon, nor Mid Atlantic Resource Group, LLC, nor Securian Financial Services are affiliated with Tax Wealth & Financial Services. Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. TN 5504367 dofu 04/2023

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Achieving Positive Cash Flow For Your Ocean County Business’s Health

Crazy to think there are only two more weeks until Christmas and only three more weeks left of 2023. There’s a lot of joy still to be had and opportunities for your Ocean County business to increase revenueOn the other side of that coin, though, rising costs and the...

Important Tasks For Your Ocean County Business’s Year-End Payroll

The end of the year, that is. That means that for your Ocean County business’s financial reporting, this is go time.Now that we’re into December, time is short to take care of your year-end accounting. This is something we specialize in so be sure to get on our...

Will Your Ocean County Company Be Giving Year-End Bonuses?

The plot to one of the most iconic Christmas movies of all time, Christmas Vacation, centers on one holiday hope: the year-end bonus.Clark Griswold, as "the last true family man", decides he will use his promised year-end bonus to install a pool in his family's...

Practicing Thankfulness in Your Ocean County Business

Does your Ocean County family sit around the table at Thanksgiving dinner and share something they’re thankful for?I’ve been at those holiday meals many a time. I appreciate the intent, and will admit it’s usually effective in getting me to feel more grateful, but I...

7 Essential To-Dos For Your Ocean County Business Team

Before the holiday craziness kicks in, let’s remember: the end of the year is a golden chance to play with the calendar in your business' favor.Whether it's diving into year-end profit metrics, sorting out staff bonuses, or launching some targeted marketing to catch...

3 Fixable Financial Mistakes Sinking Your Ocean County Business

Though the days are getting shorter and the weather is taking a turn, there are some great revenue reasons to get excited about the next two months.As we round the bend into Black Friday territory (which for many began at the end of October), it’s time to get nimble...

Are Ocean County Consumers Exhausted by Tip Screens?

How much tipping is too much? The drain on the consumer wallet right now is real. Everything costs more and everyone seems to be wanting more of your dollar. So, when businesses swivel that screen around with requests for 15, 18, or 20% tips on an order, it’s no...

Harnessing Your CRM for Sales in Your Ocean County Business

Well, before I dive into today's dose of real world business strategy, let me ask you, have you revisited your 2023 business goals and made a plan to reach them before the end of the year?Goals aren’t a set it and forget it kind of thing. You’ve got to revisit them...

cyber network security

I’m continuing to avidly watch, as I’m sure you are too, the unfolding events in Gaza. Though Biden issued a back-channel warning to Iran about not joining in the conflict, the possibility of a larger scale war looms. Economically, that affects gas prices and other...

A PTO Payout Policy Checklist for Ocean County Business Owners

This weekend’s news coverage and social media scroll were dominated by reports of the awful things happening in Israel right now. It’s pretty difficult to swallow the images of violence and abuse being perpetrated by Hamas. And no matter how many times you hear about...