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Matthew Jarrell, AIF®, CAS, CES, CIS, CFS

7900 Kirkland Court
Portage, MI 49024

Phone:

(269)492-1570

Fax:

(269) 216-7077

E-mail:

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GUIDED WEALTH PORTFOLIOS

Grow your future with our expertise and the convenience of online investment management. Part of our Residency Transition platform.

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PHYSICIAN REVIEW

Schedule a review of services your practice may be eligible for. Individual accounts or employer accounts.

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PHYSICIAN REVIEW

Schedule a review of services your practice may be eligible for. Individual accounts or employer accounts.

Schedule an appointment

PHYSICIAN SERVICES

Everything you need to take back your time. Generational wealth planning, tax planning, investment planning and a wide array of education topics.

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RESIDENCY TRANSITION

Finishing your residency and need assistance planning your future? We're available for questions and guidance.

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...The place medical professionals seek financial wellness

Welcome to Doc Spot Financial

Here you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. 

Matthew Jarrell created this Web site to help medical professionals gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Disability Income Insurance

How much Disability Income Insurance do you need?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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