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Matthew Jarrell, AIF®, CAS, CES, CIS, CFS

7900 Kirkland Court
Portage, MI 49024

Phone:

(269)492-1570

Fax:

(269) 216-7077

E-mail:

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GUIDED WEALTH PORTFOLIOS

Grow your future with our expertise and the convenience of online investment management. Part of our Residency Transition platform.

PHYSICIAN REVIEW

Schedule a review of services your practice may be eligible for. Individual accounts or employer accounts.

PHYSICIAN REVIEW

Schedule a review of services your practice may be eligible for. Individual accounts or employer accounts.

PHYSICIAN SERVICES

Everything you need to take back your time. Generational wealth planning, tax planning, investment planning and a wide array of education topics.

RESIDENCY TRANSITION

Finishing your residency and need assistance planning your future? We're available for questions and guidance.

...The place medical professionals seek financial wellness

Welcome to Doc Spot Financial

Here you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. 

Matthew Jarrell created this Web site to help medical professionals gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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This calculator can help you determine how soon you can pay off your mortgage.

How Long Will Your Funds Last?

Determine whether you should consider refinancing your mortgage.

This calculator is designed to help you attach a dollar figure to your life’s work.

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