Matthew Hodges has been a licensed insurance professional for over twenty years, specializing in helping people plan for retirement. As a Certified Tax & Business Advisor, he is the Principle at Lineage Financial Partners offering a full array of retirement and insurance services.
His team offers creative solutions through an educational approach and consultative process to business planning, estate planning, retirement planning, and charitable planning with clients who are based across the United States. His goal is to understand the unique needs of each client in order to work closely with those clients in developing and managing a plan to help them accomplish their financial goals.
Matthew is on a personal mission to improve Americans’ financial literacy and to secure their financial needs with integrity and professionalism. Educating clients about the wide array of financial options and strategies is a passion for Matthew.
As a business owner, husband, father of five, and community volunteer, Matthew approaches each day with a positive attitude and seeks out ways to somehow make a lasting impact with everyone he meets.