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
Our Process
Helpful Content
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Debt Stress
There’s a link between debt and stress.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
View all articles 
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
View all calculators
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!