Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals and to help simplify your life. Our end goal is to provide you with a “worry free” retirement. At Matthews Financial Services, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect and accumulate assets by utilizing numerous investment products and strategies. Since many of our clients are professionals, we understand how hard you have worked to build your lifestyle and we aim to protect it for a lifetime.
Are you an 81 or 18? Do you know your risk number? Are your current investments aligned with your appetite for risk? 5 minutes is all it takes… find out how much risk you are comfortable accepting by clicking the new Portfolio Risk Analysis button below.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Do you know how to set up your financial goals for success? This knight does.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Pundits say a lot of things about the markets. Let's see if you can keep up.
A bucket plan can help you be better prepared for a comfortable retirement.
Here’s a crash course on saving for college.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?