Matthews + Associates focuses on Holistic Retirement Planning for individuals over age 50. Approaching or in Retirement - Our clients are generally over 50 and are retired or want to know they have the ability to retire one day (Work optional). Good Savers - Our clients tend to be diligent savers, who have accumulated investment and retirement assets of $500,000 or more.
Value Professional Advice - Our clients want to delegate all retirement planning and investment management to an expert so they can spend time on the things and time with the people, that matter most to them. WHY - This process is designed to give you a framework for making an educated and informed decision about working with our firm.
Value Professional Advice - Our clients want to delegate all retirement planning and investment management to an expert so they can spend time on the things and time with the people, that matter most to them. WHY - This process is designed to give you a framework for making an educated and informed decision about working with our firm.
Services
We all know we need a will so that our affairs will be in order and our last wishes carried out once we have passed on. But did you know you have options when it comes to creating a will? If you were scared and panicked by pulling your investments out of the market this spring you are not alone. But now what do you do?
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