What We Do

Financial Planning for Every Stage of Life

Building Wealth. Navigating Change. Protecting What's Important.

Your financial life is constantly evolving. Whether you're focused on growing and preserving wealth through tax-efficient strategies or navigating a major life transition, having the right guidance can make all the difference.

At Driftless Financial Group, Alex Matz and Kathleen McAfee provide personalized advice, together, designed to help clients make confident financial decisions through every stage of life.

Specialized Guidance Tailored to Your Needs

Different financial challenges require different expertise.

Explore our two core planning areas below to learn how we help clients pursue their financial goals with confidence.

Tax-Efficient Wealth Management

Helping You Keep More of What You Earn

Alex Matz specializes in helping individuals, families, and retirees create tax-efficient financial strategies designed to maximize long-term after-tax wealth.

Areas of focus include:

Asset Location Strategies
Roth Conversion Planning
Tax-Aware Investing
Retirement Income Planning
Multi-Generational Wealth Strategies
Tax-Efficient Portfolio Management

Through a proactive advisory relationship, Alex helps clients align investment decisions with their broader financial and tax planning goals.

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Life Changes & Financial Transitions

Guidance Through Life's Most Important Financial Decisions

Kathleen McAfee helps clients navigate significant life events that often bring complex financial choices.

Areas of focus include:

Divorce & QDRO Planning
401(k) Rollovers
Inheritance Guidance
Beneficiary Transitions
Widow & Widower Planning
Retirement Transitions

Kathleen provides compassionate, experienced guidance designed to help clients make informed decisions during times of change.

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