Who we are

We are a leader in tax strategies and retirement planning in the San Francisco Bay Area. We make sure we go beyond the call of duty and give our clients superb service. We are innovative with our planning through continuing education and working with leaders in the accounting and legal fields. Our job is to make your “life easier.” Call Matthews Financial & Insurance Solutions Today at 510-229-7608 to set up your appointment.

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Anthem Blue Cross


Blue Shield Of California


Cigna Health Plan


Estate and Business Insurance Planning

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

Employee Benefits and Retirement Planning

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.

~Medical Insurance
~Life AD&D
~Short Term Disability
~Long Term Disability
~Long Term Care
~Executive Benefits
~Section 125 Plans
~401k plan
~Cobra Administration
~Critical Illness
~Key Person Insurance
~Executive Benefits
~Critical Illness
~Voluntary Products
~Individual Disability
~412e Plans
~Simple IRA’s