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.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Even the most seasoned investors have biases affecting their financial choices.
A few strategies that may help you prepare for the cost of higher education.
Term insurance is the simplest form of life insurance. Here's how it works.
Here are 4 great, and sometimes unexpected, places to raise a family.
Keys to preparing to grow wealthy together.
Here are six flags that may make your tax return prime for an IRS audit.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
It's easy to let investments accumulate like old receipts in a junk drawer.
Do you have causes that you want to support with donations?
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Bucket lists don’t have to be for tomorrow.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn about cyber liability insurance in this entertaining video.