MATTHEW B. COSTELLO “MATT”
Senior Medicare and Retirement Planning Specialist
Milestone Retirement Planning Services, LLC
Senior Insurance Solutions, LLC
Matt has a passion for helping others, and Medicare and Retirement Planning is a fulfillment of this passion. By working diligently with his clients, Matt develops solutions to help his clients gain peace-of-mind, knowing their healthcare and financial future is sustainable. He believes that goals are the most important requirement in a Retiree’s financial wellbeing and he excels at finding solutions to fulfill those goals.
With almost three decades of experience in the senior solutions and retirement planning industry, Matt's primary focus each day is to help families reach their retirement goals. He is a recognized, lifelong student of the retirement planning process; taking the extra time and care to educate his clients and help them understand the process and the solutions presented, helping them navigate their biggest retirement hurdles with ease. He always goes above and beyond – to find the best strategy for each client, every time.
Through Milestone Retirement Planning Services and Senior Insurance Solutions, Matt can offer his clients a large array of retirement planning solutions
When Matt isn't helping others reach their financial goals, he enjoys spending time with his family and also enjoys giving back to his community by serving with the Knights of Columbus in his area.