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.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Ascertaining the value of your business is important for a variety of reasons.
Here are 5 reason why you may consider working through retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investors seeking world investments can choose between global and international funds. What's the difference?
Here are five facts about Social Security that might surprise you.
Make your retirement as exciting as your next vacation.
What if instead of buying that vacation home, you invested the money?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.