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
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
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Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?