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.
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Helpful Content
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.