Matthew I. Botkin, Founder and President of Building Financial Solutions, Inc. is the co-author of the best selling book “Achieve Financial Freedom - Big Time.” Matthew is a financial advisor and planner located in South Florida.
As a CFP®, CPA, Attorney and Investment Advisory Representative affiliated with H.D. Vest Investment ServicesSM, Matthew provides customized financial services with investment, retirement, tax and estate planning strategies. Matthew is a leader in education and assists his clients in understanding technical terms to help make financial decisions.
Professional and Organizational memberships include the Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA), Florida Institute of Certified Public Accountants (FICPA), Maryland Association of Certified Public Accountants (MACPA), American Bar Association (ABA), and the Florida Bar.
“The financial area has a wealth of knowledge, regarding investment choices, tax considerations and rules that clients need to understand when making financial decisions.”
Matthew holds a Bachelor of Science in Accounting from Towson University (Baltimore, MD). He graduated, first-in-class, with a Master of Science in Financial Planning from Bentley University (Boston, MA). and graduated cum laude, with a Juris Doctorate from Nova Southeastern University’s Shepard Broad Law Center (Fort Lauderdale, FL). He also graduated, cum laude, with an LL.M. in Taxation from the University of Miami School of Law (Coral Gables, FL).
Matt performs client services in Investment, Retirement Planning, Insurance, Estate Planning, Tax and more and has had extensive training on meeting client’s goals and objectives. His needs based approach assists clients in reaching their objectives by listening closely, customizing and implementing financial strategies, and building intergenerational relationships.
Matthew can be contacted at his office 954-771-0100 or by e-mail at [email protected]
|FL||Member in Good Standing||2015||10/11/2021|
|Award name||Grantor||Date granted|
|Cum Laude||University of Miami School of Law||2015|
|Cum Laude||Nova Southeastern University||2014|
|Graduated first in-class||Bentley University||2008|
|Founder and President||Building Financial Solutions, Inc.||2015 - Present|
|Association name||Position name||Duration|
|Greater Fort Lauderdale Tax Council||Treasurer||2016 - Present|
|Estate Planning Council (EPC)||Member||2016 - Present|
|Broward County Bar Association||Member||2015 - Present|
|Financial Planning Association (FPA)||Member||2014 - Present|
|American Institute of Certified Public Accountants (AICPA)||Member||2008 - Present|
|Transactional Law Practice Group (TLPG)||President||2012 - 2014|
|McGraw Hill||Achieve Financial Freedom Big Time||2013|
|University of Miami School of Law||LL.M.||2015|
|Nova Southeastern University||Juris Doctorate||2014|
|Bentley University||Master of Science||2008|
|Towson University||Bachelor of Science||2007|
|Eastside Professional's Network||Relationship Building Trust and How it's Created.||2016|
|Nova Southeastern University, Law Center||How to Start a Business||2015|
|Post Death Planning||In this case, no probate was needed and we were able to transfer assets out of mom's name in the hands of daughter|
Posted by Jacqueline
January 9, 2017