CEO "Kathy" Katayoun Rezaei-Darugar
"It is my mission in life to empower as many people as possible by creating strategies for my clients that will maximize their wealth in ways they did not even know possible. An extraordinary retirement is something everyone deserves. I am here to make sure that happens for you."
Creating financial freedom takes time, planning, and an expert to guide you.
Extraordinary Wealth Matrix will assess your needs and desires to develop a master vision for an extraordinary financial future. A holistic approach is utilized to create a custom life design that best suits your future needs. CEO Kathy R. Darugar has a Master’s degree in Educational Psychology and is licensed as a financial professional. Currently, she is a seasoned professional financial consultant who has helped her clients who had struggled in the past because of lack of financial literacy. Kathy assists her clients by increasing their existing knowledge about finances and retirement. It is her passion to educate the younger generation on the ever-changing financial climate. This is accomplished by hosting webinars and in-person classroom education for the youth at no charge to teach them about money management and life planning. Unfortunately, this crucial knowledge is lacking from our educational system. Knowledge is power! The lives of many generations can be impacted through financial education. This is how you build generational wealth, which unfortunately is not a common practice in our society.
Extraordinary Wealth Matrix collaborates with numerous companies and a variety of services to truly provide you with the best solutions for your situation. Kathy has helped teachers, police officers, students, close-to-retirement clients, millennials and other members of our community to secure their financial futures and retire on their terms. See how Extraordinary Wealth Matrix can change your life…
Live your dreams: collaborate, develop the right strategy, and create a solid plan.
"I focus on helping my clients invest their assets in a way that will allow them to realize their goals and dreams, all the while investing their money in ways aligned with their values. Once we determine what your vision and mission is as an individual or an organization, we set about creating a plan that will allow you to achieve your goals. I offer a monthly or quarterly call to all of my clients, and this communication plan allows me to offer to help in a timely manner when there is a need.
With all that is going on with the economy today, planning for tomorrow isn’t getting any easier. Inflation is at an all time high and many will simply not have enough money to retire on time without strategic planning. Political changes, a volatile market, tax law changes, inflation, a global health crisis, and countless other factors have American pre-retirees and retirees on edge and looking for answers. Having enough income to not only live, but maintain the lifestyle you deserve takes planning and sound financial advice. The time is now, whether you are 20 years young or decades more years young, to book a complimentary no obligation consultation which is guaranteed to put you in a better situation than you were before."
Kathy will guide you in the completion of the many elements of estate planning so you and your family can avoid the hidden pitfalls and rest assured your future is secure.
Retirement Income Strategies
Maximize Social Security Benefits
Maximize Pension Benefits
Small Business Pensions
Guaranteed Lifetime Income
Tax Minimization
Tax-Deferred Options
Tax-Free/Advantaged Options
Roth IRA Conversions
Asset Protection & Reallocation
Minimizing Stock Market Risks
Putting “Lazy” Assets to Work
Asset Diversification
Educational Workshops & Webinars
Youth Finance & Wealth 100
Roadmap to Retirement
Financial Literacy 101
Rescue your 401(k) or IRA
Health Care
Planning
Long Term Care Planning
Health Insurance
Medicare/Medigap
Legacy
Planning
Wills & Living Trusts
Estate Planning
Insurance