Matthews Financial and Insurance Solutions strives to build trust and long term relationships with our clients. We take a very hands on approach to giving our clients the best risk strategies for their company and their employees by using out of the box strategies.
Life Insurance
Long Term Care
Section 125 Plans
401k plan
Key Person Insurance
Executive Benefits
Voluntary Products
Individual Disability
412e Plans
SEP
Simple IRA’s
Matthews Financial & Insurance Solutions specialize in tax strategies and retirement planning. Our job is help you reduce as much risk as possible. While giving you the easiest road map to your financial goals.
Wealth Transfer
Key Person Insurance
Buy/Sell Agreements & Funding
Split Dollar
Estate Creation
Business Loan Protection
Estate Planning