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.
What Is a 1031 Exchange?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Learn about all the parts of Medicare with this informative and enjoyable article.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How Medicare can address health care needs in your retirement strategy.
Why are they made again and again? Making sense of these errors in judgement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
With alternative investments, it’s critical to sort through the complexity.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.