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
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?