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Mateusz S Koszarek, CFP®, ChSNC®

Dill Wealth Management Group

Mateusz S Koszarek, CFP®, ChSNC®

Dill Wealth Management Group

Mateusz S Koszarek, CFP®, ChSNC®

Dill Wealth Management Group

Profession LogoFINANCIAL PLANNER

Mat began building his financial planning career in 2016. His desire to offer clients a unique planning experience led him to join Dill Wealth Management Group in May 2022. Going against the status-quo of the industry, Mat believes an advisor ought to help their clients think wholistically; offering financial counsel in all areas of a client’s life to preserve them from living a life of regret.

As a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, Mat focuses on retirement planning. Additionally, as a Chartered Special Needs Consultant (ChSNC®), he helps guide families through the intersection of financial, legal, and government benefits to establish a multi-generational plan for children that have special needs.

Mat is married to Trish since 2017 and they have five children.

Firm Description

Hours

Day From To
Monday By Appointment Only
Tuesday By Appointment Only
Wednesday By Appointment Only
Thursday By Appointment Only
Friday By Appointment Only

Cost

What Is a Special Needs Planner?

Main Office

410 Fayette Street
Peoria, IL 61602

On the web

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Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts