Matthews Financial Insurance Solutions
Who We Are
We position our clients during good times of life & markets to take advantage of downturns in life & the economy. Call Matthews Financial & Insurance Solutions Today at 510-229-7608 to set up your appointment.
Services
Life Insurance
Long Term Care
401k Plans
Estate Planning
Disability

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

At Matthews Financial and Insurance Solutions, we position YOU during the good times to take advantage of down times

~Life Insurance
~Long Term Care
~401k plan
~Key Person Insurance
~Executive Benefits
~Voluntary Products
~Individual Disability
~SEP
~Simple IRA’s