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.
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!
Working in your best interest - Confidentiality
Transparency - Doing what we say we will
Committed to the business - A team with over 80 years of financial services experience in our office - Committment to annual continuing education
Our approach to planning, investments & helping our clients implement & stick with their plan
Contact us today to book your no obligation consultation.