Matt Samson, CPWA®, MBA

Empowering Military Members and Veterans Towards Financial Freedom

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Contact Me

ILS Financial Matt Samson, CPWA®, MBA

Omaha, NE

Serving Clients Nationwide

Empowering Military Members and Veterans Towards Financial Freedom

(402) 980-5183

Website

Areas of Focus

Estate Planning
High Net Worth
Investment Management
Retirement Planning
Tax-Smart Accumulation Planning
Tax-Smart Distribution Planning

About Matt Samson, CPWA®, MBA

Hi, I'm Matt Samson. As president and financial advisor at ILS Financial, I understand the unique challenges and opportunities of military service and offer customized strategies to help my clients achieve financial freedom. With a distinguished career spanning over twenty-one years of active and reserve service as a United States Marine flying the F/A-18 "Hornet," I bring a wealth of professional experience to the financial services industry.

In 2014, I made the transition from active-duty military service to financial planning, discovering my true calling as a Financial Advisor and later established Integrated Lifestyle Strategies Financial —a place where I could meet clients where they are, assist them in designing the lifestyle of their dreams, and leverage a refined and structured process to help them reach for those dreams.

The immense pride I have in serving clients with tailor-made financial strategies that help them work toward financial freedom and work-optional lifestyles fuels my passion for this work. I value the trust my clients place in me and thrive off helping them live out their dreams and enjoy less stress. It's a great honor to have the opportunity to be a positive influence on the individual’s life, their family members, and possibly for generations to come.

I hold a Bachelor of Science in Actuarial Science from the University of Nebraska – Lincoln, an MBA from the University of Nebraska – Omaha, and a Certificate in Wealth Management Theory and Practice from the Yale School of Management. I also obtained the Certified Private Wealth Advisor® certification from the Institute of Investments and Wealth. I continue to proudly serve our nation as a member of the United States Marine Corps Reserves, where I am currently serving as a Space Operations Officer.

Outside of the financial world, I enjoy spending time with my wife, Laura, and our three sons, Brayden, Connor, and William, and I am involved with my local sports community as a coach for high school football, youth football, and travel baseball.

Professional Designations

Certified Private Wealth Advisor (CPWA)
Master of Business Administration (MBA)

Primary Location

10050 Regency Cir, Suite 533 Omaha, NE 68114

Meeting Options

Video Conference
In-Person
Phone

Book Intro Call

Compensation Methods

Commissions
Hourly Rate
One-time Financial Plan
Percentage of Assets Managed
Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free Fit Call. We'll start our journey with a brief, yet meaningful, conversation. Through a Fit Call, we aim to learn more about you, your aspirations, and whether our services can provide genuine value. This initial connection sets the foundation for our partnership and ensures that we are aligned in pursuing your financial well-being. I look forward to speaking with you.

Offers Investment Management

Yes

About ILS Financial

At ILS Financial, we are dedicated to serving military members approaching retirement/transition, veteran business owners, and executives with tailor-made financial solutions that help them reach work-optional lifestyles. We understand the unique challenges and opportunities of military service and offer customized strategies to help you achieve financial freedom.

As you prepare for critical financial events such as transitioning from the military, planning for retirement, selling a business, receiving an inheritance, buying a recreational property, or proactively planning for your legacy, we help you leverage the unique resources you've earned through your service, including the Thrift Savings Plan (TSP), Tricare, VA Disability, and the Survivor Benefit Program (SBP). Our mission is to fully engage these resources towards your life's mission and work towards achieving a work-optional lifestyle. We aim to simplify complex financial matters, providing you the peace of mind to focus on what truly matters - your work, your family, and the things you enjoy - by providing the following services:

Financial Planning
Investment Management
SBP Planning
TSP Planning
VA Disability Pension Planning
Tax Planning

Take the first step towards financial freedom. Call (402) 980-5183 or email [email protected] to schedule a consultation today and discover how our expertise and dedication can empower you on your financial journey. Together, we will chart a course to help you navigate even the most challenging times and unfavorable conditions. Your work-optional lifestyle awaits.

Education

University of Nebraska-Lincoln, Bachelor of Science (B.S.)|University of Nebraska at Omaha, Master of Business Administration (MBA)| Yale School of Management, Certificate in Wealth Management Theory and Practice

Hobbies and Interests

Baseball
Church
Family
Football
Sports
Traveling

SEC Lookup

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Who We Serve

Airline Pilots
Baby Boomers
Business Owners
Corporate Executives
Families
Government Employees
Military
Veterans

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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