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
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
The Many Ways to Measure Inflation
Different inflation indexes may tell different stories. Here's what that could mean for you.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"