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.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
There are things about Social Security that might surprise you.
There’s a link between debt and stress.
What your life will look like after you leave work.
Bonds may outperform stocks one year only to have stocks rebound the next.
Understanding the economy's cycles can help put current business conditions in better perspective.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
With alternative investments, it’s critical to sort through the complexity.
There’s an alarming difference between perception and reality for current and future retirees.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learn about the importance of having an estate strategy in this helpful and informative video.
Have you explored all your options when it comes to managing your taxable income?
What if instead of buying that vacation home, you invested the money?