Licensed Independent Agent
Insurance coverage you can count on.
I help clients achieve, protect and transfer wealth in the most tax efficient manner possible through a thoughtful and careful wholistic financial planning process. I have enjoyed helping my clients achieve their financial goals throughout my 19 years of se...
What We Offer
Insurance Services
Life Insurance
Protect your family's financial future with comprehensive life insurance coverage.
Learn moreHealth Insurance
Get the healthcare coverage you need at a price you can afford.
Learn moreAuto Insurance
Drive with confidence knowing you have the right auto insurance protection.
Learn moreHome Insurance
Protect your biggest investment with reliable homeowners insurance coverage.
Learn moreCommercial Insurance
Safeguard your business with tailored commercial insurance solutions.
Learn moreMedicare
Navigate Medicare with confidence and find the right plan for your needs.
Learn moreFinal Expense Insurance
Ensure your loved ones aren't burdened with end-of-life costs.
Learn more15+
Years of Experience
1,200+
Clients Served
20+
Insurance Carriers
98%
Client Retention
About Your Agent
Matthew Staten, Mdrt, Frc
I help clients achieve, protect and transfer wealth in the most tax efficient manner possible through a thoughtful and careful wholistic financial planning process. I have enjoyed helping my clients achieve their financial goals throughout my 19 years of se...
Office
Westerville, OH
Phone
matt@retirementexpert.net
Why Work With Me
- Licensed independent agent
- Serving Westerville, OH
- Multiple carrier options for best rates
- Personalized coverage recommendations
- Free, no-obligation consultations
- License #FL-W384921
Client Trust
Built on Trust & Integrity
“Outstanding service and attention to detail. Found me better coverage at a lower rate than I was paying before.”
Satisfied Client
Home & Auto Insurance
“Made the Medicare enrollment process so much easier. Explained everything clearly and helped me choose the right plan.”
Happy Policyholder
Medicare
“When I had a claim, they handled everything for me. True advocates who go above and beyond for their clients.”
Loyal Customer
Commercial Insurance
FAQ