Matt Zagula

Matt Zagula is no stranger to the challenges faced by those who go against the grain and deliver real value to hard-working folks and business owners who want more control over their assets and their future. Matt is best known for helping those same people reach their lowest legal tax rate and deploying those tax savings into SMART tax-exempt assets for their future.

Matt’s unique career has spanned decades, evolving from a very early adopter and pioneer in income planning to creating a distinctive practice model and level of notoriety in the industry. This led to the acquisition of his firm by the publicly traded financial conglomerate National Financial Partners. In 2008, when the market dropped, he purchased the firm back and it remains independent to this day. Matt is the author of several books on financial planning, and presently he serves as a go-to resource for advisors, accountants, and legal experts across the country who are seeking to adopt SMART concepts. With his help, they’re able to better serve their client’s tax reduction and wealth creation needs.

View on Forbes

SMART Retirement: Discover The Strategic Movement Around Retirement Taxation

Publication Date: May 2017

Articles By Matt Zagula

Feeling The Sting Of The Tax-Deferred Retirement Account
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Universal “Lies” Insurance
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