
I’m Matthew Line, originally from Ohio. A life changing event opened my eyes to the importance of planning, especially when life throws the unexpected. That's what drew me to this career; helping people prepare for whatever comes next.
I’m recently engaged, and family is a central part of my life, shaping how I think about planning, protection, and the future. My faith influences my values, trust, integrity, and genuine care for each person I work with. I take the time to understand your story, where you are today, and where you’d like to go. Together we'll create a thoughtful plan that supports your life, your family, and your goals.
I look forward to meeting you, learning your journey, and walking alongside you as you plan for what’s ahead. When you’re ready, click “Start Your Journey” and we'll take that next step together.
Helping individuals and families gain clarity, protect what matters most, and plan confidently for the future no matter where life has you today.
Partnering with business owners to explore planning strategies that support their employees, their operations, and their long-term vision.

Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.

Retiring this year? One of the biggest changes you may face in retirement comes on your annual tax return—here’s how you can make sure you take advantage of these 4 tips for cutting your tax bill in retirement.

Think of human capital as a toolbox. Every skill, experience, and ability you have is like a different tool. What does your unique collection look like? What do your business needs entail from a human capital perspective?