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.
Meet Our Team
Our Mission
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Helpful Content
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
To choose a plan, it’s important to ask yourself four key questions.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.