About Us

Leadership

Matthew W. Roddy
Managing Director, Capital Planners
“A Lifetime Financial Growth Company”

Matthew W. Roddy entered the Financial Services Industry with Met Life shortly after obtaining his Bachelor of Science degree from the University of Dayton. In 1995, he joined Capital Planners, Inc., a Lifetime Financial Growth Company. Due to his leadership and organizational skills, he became the managing director of the Cleveland-based firm in 2006.

His career achievements include qualifying for the Guardian Life Insurance Company of America’s (Guardian) President’s Council and for Guardian Life’s Leaders Conference every year since his affiliation with the firm in 1995. In addition, he has qualified for both the National Sales Achievement Award and the National Quality Award. These awards are given exclusively to professionals who maintain a proven track record of superior sales production levels, while demonstrating the highest degree of professionalism. Because of his performance, he was selected to serve on the Executive Committee for Guardian as field representation. In 2008, he was honored by the regional organization, Lifetime Financial Growth, as Advocate of the Year, selected from a field of 180 financial professionals for his work in helping to bring protection, peace of mind, and prosperity to families and their business concerns.

Matt, a graduate of Gilmour Academy, has vigorously continued his educational and professional developmental endeavors. He has participated in extensive studies in the areas of Estate Planning and Business Continuation Planning. He is a licensee of Executive Asset Management (LEAP Systems, Inc.), and has attended a number of the LEAP Symposiums that are devoted to further enhancing his knowledge and expertise in the Personal Financial Economics. He has attained the prestigious LUTCF (Life Underwriter Training Council Fellow) designation.


Securities products and services are offered through Park Avenue Securities LLC (PAS) 244 Boulevard of the Allies, Pittsburgh PA 15222 1.412.391.6700. PAS is an indirect wholly-owned stock subsidiary of Guardian. Neither Lifetime Financial Growth, LLC. nor Luttner Financial Group Ltd. are affiliates or subsidiaries of PAS or Guardian.

 

PAS is a member FINRA, SIPC.

 

The Information on this site is intended for the residents of Pennsylvania, Ohio, West Virginia, and Maryland. The financial representatives of Lifetime Financial Growth are not licensed to sell securities in all 50 states. To find out if an agent is licensed in your state, please contact Darlene Lucas at 412-391-6700.

 

We are licensed to sell Insurance in the following states: Pennsylvania,Indiana, West Virginia and Ohio.

 

Guardian, its subsidiaries, agents or employees do not give tax or legal advice. The Living Balance Sheet® and logo is a registered trademark of The Guardian Life Insurance Company of America (Guardian), New York, NY. Patent pending. The trademark The Living Balance Sheet and the content and graphics in this website which relate or refer to The Living Balance Sheet system are used under license from Guardian.

 

Guardian does not offer Property & Casualty and Individual Health nor do we provide services for them. Disability income and long term care insurance underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products are not available in all states. Product provisions and features may vary by state.

 

Important Consumer Information: A broker-dealer "BD", investment advisor "IA", a BD agent, or IA Representative may only transact business in a state if first registered in the state, or is excluded or exempt from registration in that state as a broker-dealer, investment advisor, BD agent, or IA Representative, as appropriate. Follow-up individualized responses to persons in a state by such a firm or individual that involves either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

 

This Internet site may contain general information about various investment products. The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. Such information is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.