Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Matthew Rosner

President/Financial Representative

 216-338-4070

 mrosner@capitalplanners.com

As a Financial Representative, Matt works to help his clients protect what is important to them–their family, their business, and their hard-earned money. Matt understands the power of education and believes that the most effective way to help his clients feel confident in their financial situations is to build a relationship that empowers them to take action with information. He knows that trust is the foundation of any strong relationship and makes it his goal to earn the trust of all of the people he works with. That is why he makes it his goal to be a trusted friend, guide, and confidant for all of his clients. With a history as an entrepreneur, Matt’s experience as a business owner helps give him understanding and he can relate to the concerns of business owners. He started his professional career with his first business, a cell phone company, before he went on to create a land development company. In 2008, Matt decided he could be of better service to others in the insurance and financial services field...Learn More