Matt DelPriore Champions a Gentle Transition into Retirement -- and Launches Video Series to Help Clients Remain Comfortably Retired
NEW YORK, Aug. 28, 2025 /PRNewswire/ -- Fortis Lux Financial proudly highlights the approach of Director of Financial Planning Matt DelPriore, who helps clients view retirement not as a sudden stop, but as a thoughtful transition into a meaningful new chapter.
A "Soft Landing" Approach to Retirement
DelPriore believes retirement should feel like a glide, not a cliff. His planning philosophy balances financial readiness with emotional and lifestyle preparedness, helping to ensure clients step into retirement with confidence, clarity, and purpose.
From Planning to Living Retirement Well
While financial numbers are critical, DelPriore stresses that the real challenge often lies in navigating the emotional and social shifts of retirement. To help clients address these realities, he developed a retirement workbook that guides them in identifying what they're leaving behind and, more importantly, what they're moving toward.
Introducing the 'Comfortably Retired' Video Series
Building on his holistic approach, DelPriore has launched a short educational video series designed to help clients not only transition into retirement but also remain comfortably retired. The series covers essential topics such as Social Security strategies, tax planning in retirement, estate planning, and managing common retirement risks. By addressing both financial and lifestyle considerations, the videos give clients accessible tools to help them make informed decisions and enjoy the potential for lasting security.
You can explore the full series here: Watch the Comfortably Retired Video Series.
Staying Grounded Through Uncertainty
In a world of market volatility and constant headlines, DelPriore emphasizes long-term perspective. Through quarterly webinars, Social Security and healthcare education sessions, newsletters, and client reviews, he works to keep clients informed, steady, and focused on their long-term goals.
Advice for Those Preparing for Retirement
DelPriore recommends beginning the retirement conversation at least three to five years before leaving the workforce. His framework of Advice, Access, and Accountability helps ensure each plan is rooted in a client's values, lifestyle vision, and legacy goals.
About Matt DelPriore and Fortis Lux Financial
Matthew DelPriore, CFP®, MSFS, is Director of Financial Planning at Fortis Lux Financial. He combines expertise with compassion to help families and individuals transition to retirement grounded in purpose and preparedness. He holds a Master of Science in Financial Services and lives with his family in Lincroft, NJ.
Matthew DelPriore is a registered representative of and offers securities and investment advisory services through registered representatives of MML Investors Services, LLC (Member SIPC). www.SIPC.org. 420 Lexington Ave 25th Fl, Suite 2510, New York, NY 10170. (212) 578-0300. CA Insurance License #0F06252. Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. CRN202806-9357134
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