Matthew Peck, CFP, TPCP

05/22/2026

Choose a fee-only wealth advisor for financial planning. Shon Anderson is an independent fee-only wealth advisor at Anderson Financial Strategies in Dayton, OH.

04/29/2026

Grateful for the opportunity to connect with Jeffrey Levine at the recent FPA All-Ohio Symposium following my completion of the Tax Planning Certified Professional® (TPCP®) program through The American College of Financial Services.

The program offers a practical, in-depth approach to tax planning that’s immediately applicable in client work. I’ve found it especially valuable in helping translate complex tax concepts into clear, actionable strategies.

Appreciate the impact this kind of education is having on elevating the financial planning profession and improving outcomes for clients!

04/20/2026

What every entrepreneur should consider before selling their business. Shon Anderson is an independent fee-only wealth manager based in Dayton, OH.

01/15/2026

Most Social Security advice comes down to one rule: “Delay as long as possible," but for many retirees and couples approaching retirement, that answer is incomplete.

When you factor in:
Spousal and survivor benefits
Higher portfolio withdrawal rates and sequence-of-returns risk
The real-world utility of guaranteed income
Longevity uncertainty and regret minimization
The “obvious” answer often isn’t so obvious anymore.

Breakeven analysis is a good starting point, but the right decision aligns guaranteed income with the risks that matter most to a household.

https://www.andersonfinancialstrategies.com/blog/social-security-optimization-why-the-right-filing-decision-is-rarely-ob

12/04/2025

Big news! I’m officially a Tax Planning Certified Professional® (TPCP®)!

Tax planning sits at the top of client priorities and at the top of advisor knowledge gaps. The TPCP® program bridges that divide with real-world, holistic tax strategy training.

Earning this designation means I can offer even more value to the clients and professionals I serve by integrating tax-efficient strategies directly into their financial plans.

Excited to bring this next level of expertise into my work at Anderson Financial Strategies.

11/20/2025

Many thanks to The Ohio Society of CPAs and Anderson Financial Strategies for putting on this fun event in Dayton, OH last night!

11/05/2025

I’m proud to support such a meaningful organization that had a monumental impact on me as a youth!

Check out Matthew Peck, Executive Board Member, sporting his merit badge sash and his Eagle Scout award in his office at Anderson Financial Strategies in Dayton, OH.

10/27/2025

Calling All CPAs in the Miami Valley! It’s time to step away from the spreadsheets and raise a glass!

Join us for a Happy Hour hosted by the Ohio Society of CPAs, proudly sponsored by Anderson Financial Strategies. This is your chance to connect with fellow accounting professionals, share ideas, and unwind after a busy season!

When: Wednesday, November 19th, from 4:30-6:30 pm
Where: PINS Mechanical Company in Dayton, OH

Let’s toast to another strong year for our Miami Valley CPA community!

Join us for a fun evening of networking, drinks and good company at Pins Mechanical Co. in Dayton on Wednesday, Nov. 19 from 4:30–6:30 p.m.!

This happy hour is a great opportunity for CPAs of all ages to connect, share ideas and unwind after work. While hosted by OSCPA’s YCPA committee, all ages are welcome and encouraged to attend!

Don’t miss this chance to relax, network and have some fun with fellow CPAs in Dayton’s accounting community.

Register today: https://ow.ly/CAZg50XiEeq

This event is generously sponsored by Anderson Financial Strategies.

10/21/2025

Many families separate estate planning and tax strategy, but true multigenerational wealth happens when they work together.

That’s where the Dynasty Trust shines as a tool that protects assets, minimizes taxes, and keeps your legacy thriving for generations.

In my latest article, I cover:
• How Dynasty Trusts can reduce taxes
• Why the 65-Day Rule can improve trust tax efficiency
• Key best practices (and pitfalls to avoid)

A Dynasty Trust unites estate and tax planning to preserve generational wealth, reduce taxes, and protect heirs. Learn how to structure, manage, and optimize this powerful legacy tool for lasting family wealth and tax efficiency.

10/15/2025

This week's episode is live!

Check out our great conversation with Matt Peck and Collin Lyon from Anderson Financial Strategies to learn about their career journeys and the services they offer.

Listen at the link below or on your favorite app.

https://the-link.simplecast.com/episodes/week-of-october-15-2025