Joseph Matoska

Joseph Matoska

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Joseph Matoska
At work

At work

At work

Why I do what I do

Why I do what I do

I like being part of the solution for my members. I’m a great listener, and my goal is to help members set up a portfolio that promotes financial security and peace of mind. There are many tough, real-life decisions people must make regarding their financial future. My expertise is connecting members with resources and helping them make plans to achieve their financial goals.

I was paralyzed following a diving accident in 2006. Reflecting on this life change inspired me to go into financial services and help others. I work with people to ensure they understand their options. I help them plan for life and all its milestones. I’m genuine and hardworking, and I hope to connect with you to learn about your goals. Together, we can create a personalized plan.

I serve members in…

Wisconsin, especially my hometown, Kenosha. I’m also licensed in Arizona.

I can help you plan for life using a variety of tools, including…

life insurance, annuities, stocks, bonds, ETFs, mutual funds and variable annuities.

I enjoy working with…

families and individuals who are brave enough to share their financial goals, and people who are receptive to learning about the fantastic options Modern Woodman offers through all life’s milestones, from birth to protecting the future of the next generation everything between.

I attended…

the University of Wisconsin Parkside and Gateway Technical College.

I am very proud of…

having a career that I can make a difference in people's lives.

Before Modern Woodmen, I…

was a firefighter, successful roofer, construction tradesman and representative for a local pharmacy. A diving accident ended my intended career path. Now, I’m thrilled to help my members plan their financial future.

I chose Modern Woodmen because…

it helps the community and supports its members in reaching their financial goals. It is truly rewarding to have a career that allows me to give back the way so many have given to me.

The best part of my career is…

educating, planning and troubleshooting with members to identify and achieve financial security. The most thrilling part is watching my members attain their goals and continue to grow!

“I believe my gift, my purpose in life, is to help and connect with other people, achieving goals beyond expectations and creating a positive experience for all involved.”
At home

At home

At home

My life outside of work

My family includes…

strong Polish parents, four sisters, and my brother.

In my free time, you can find me…

exploring the outdoors, hunting, fishing, waterskiing or simply enjoying nature.

I’m passionate about…

helping others the way I have been helped throughout my life. I believe that as you progress through life, it is important to reach back and help others along the way. Our paths may be different, but the journey is very much the same.

My greatest blessing is…

surviving a traumatic injury. I’ve been blessed with support from faith, family and friends. They’ve guided me to where I am today.

My personal motto is…

Being family means you’re there for one another. You help family without expecting anything in return. The people I'm close to, especially raised in an old-fashioned Polish household, are near and dear to my heart.

My hidden talent is…

regardless of circumstance, I do my best to forgive and acknowledge that we all have our faults. We all value different things, and I accept that and treat people respectfully. I will be accountable for my past and strive to do better in the future.

Community impact

In the community

In the community

My local community impact

I have lived in my community…

my entire life. It’s an amazing community filled with caring individuals.

What I like best about my community is…

the diverse activities available each season, from farmers markets and historic auto shows to ice sculptures and restaurants sure to satisfy your craving.

My favorite volunteer activities are…

helping the Lynzay Legois Free Waterskiing Club with adaptive waterskiing, allowing people of various abilities to get out on the water.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

Matching Fund projects and volunteering to help those in need.

Featured story

Featured story

Former show skier, now paralyzed, epitomizes adaptive program

https://www.myracinecounty.com/news/2015/former-show-skier-now-paralyzed-epitomizes-adaptive-program/

Current insights

Current insights

If you have children or family members who are dependent upon you, creating a plan for the present and the future can help maintain their quality of life. I'd love to help. Give me a call today to discuss your options.

Move-in day is just around the corner! While I might not be able to help with unpacking or studying for your exams, I can help you and your college student achieve your financial goals. Whether planning for college life, or planning for a bright financial future, I can help you make this school year a success.

The cost of waiting significantly impacts the amount you save. Questions to consider: • How do I want my retirement years to look? • What will replace my regular income at retirement? • Do I have enough saved to maintain my way of life? • Will I outlive the money I have? Let’s work together to help you create a savings plan that’s right for you.

SAVINGS VEHICLES are as diverse as the roads you plan to take. I can guide you to get you where you want to go. YOUR JOURNEY OPTIONS Slow and Smooth: • life insurance with cash value. • Fixed annuities. Cruiser: • Low Risk Low Return • Capital Preservation • Money Market Funds • Certificates of Deposit • Checking and Savings Daily Driver: • Limited Risk/Return • Investment Grade Bonds • Bond funds/subaccounts Sports Driving: • Moderate Risk/Return • Blue-Chip Stocks • Growth Fund/Subaccounts Aggressive Driver • High Risk/Return • Growth Stocks • High Yield Bonds • Aggressive Growth Funds/Subaccounts Contact Me Today to Start Saving

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

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