Our Business & Our Clients

Since 1988, Matthews & Associates has been helping busy & successful Business Owners & Wealthy Retirees/Pre-Retirees with their insurance, estate & retirement planning. 

We understand their needs & have the expertise, tools & resources to offer tailored solutions to meet those needs.

Client Outcomes

Our clients are busy taking care of their business, family, clients etc. and they understand the value of working with a trusted professional to make sure their family’s financial well-being is properly looked after. We help our clients achieve this PEACE OF MIND using a disciplined planning approach, based on the client’s values and priorities.

When you form a relationship with Matthews & Associates, you can spend more time focusing on your business & the people and activities you love!

Core Values

 Integrity

Working in your best interest   -   Confidentiality

Honesty

Transparency  -  Doing what we say we will

Work Ethic

Committed to the business   -   A team with over 80 years of financial services experience in our office  -  Committment to annual continuing education

Discipline

Our approach to planning, investments & helping our clients implement & stick with their plan

 

Contact us today to book your no obligation consultation.