Who We Serve

Matthews Financial Services is best organized to serve retirees or those nearing retirement. For over 30 years, we have been a full-service wealth management firm that takes a comprehensive approach to delivering financial plans to clients.  We serve as the client's financial coach collaborating with the client's entire advisor team.

Our client profile is as follows:

• Minimum investable amount $250,000

• Already retired or near retirement

• Willing to delegate financial affairs

• Appreciates the comprehensive financial planning approach (goal setting, integrating all financial areas - retirement, investment, estate, insurance, etc.)

• Willingness to implement a plan

• Enjoys simplicity