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
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
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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
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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?