We have a strong team of professionals helping ensure you receive all the assistance you need — not only in developing your retirement income strategy, but in maintaining it throughout your retirement.
Meet Matt Carlin
As the CEO of Carlin Financial Group, Matt Carlin is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
Matt got his start in the financial services over thirty years ago while working at a corporate insurance company selling a health indemnity program door-to-door. He soon realized he wanted to do more to meet his clients’ needs, so he became an independent financial professional. Since then, Matt has been servicing clients and their families by focusing on indexed annuities, life insurance, long-term care and income planning.
Matt’s business philosophy is simple: Always put the client first. He believes in forming long-lasting relationships with his clients that are built on love and trust so that his clients know he is always there for them.
“If I do what’s right for my client and their family, I count that as a win, no matter which investments we ultimately decide to use,” said Matt. “I love my job, because I love working with the clients I choose to do business with and who chose to do business with me. I wouldn’t have it any other way.”
A graduate of Lamar University with a master’s degree in speech, Matt is insurance licensed and holds his Series 6, 7, 63 and 65 securities licenses.
In his free time, Matt is a local actor and a published playwright. He and his wife, Laney, live in League City, Texas. They have five children, five grandchildren (so far!) and have three well-loved dogs.
Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be.
Hope is not a very reliable strategy, so if you want to own your future, you must begin to plan for retirement...today.
We want to help. Please contact us by filling out the form below, or by calling us at 281-486-4245.
We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path towards owning your tomorrows.
This helpful retirement kit includes two guides that address topics you should consider when planning your retirement. Enter your name and email address below to request your free copy.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Securities and Advisory Services Offered Through Client One Securities, LLC Member FINRA/SIPC an Investment Advisor.
Carlin Financial Group, Inc and Client One Securities, LLC are not affiliated companies.