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Live Your Dream
Considering the issues, choices and fears involved in insurance planning, addressing your insurance needs is one of your greatest challenges
Live Your Dream
Most of us have a clear idea of the things we want to do when we’ve finished working for a living, but we’re really not sure how we’ll afford them
Live Your Dream
It has taken strength, savvy and determination for you to create and establish your business.

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Since 2009, Matthews Financial & Insurance Solutions has been serving policyholders – protecting businesses, mitigating losses

Better Planning for Everyone

Matthews Financial & Insurance Solutions makes it easy to plan for your family and business.


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(510) 228-3268


Our Blogs

Since 2009, the Matthews Financial & Insurance Solutions has been serving policyholders protecting businesses,

Weighing Your Options: HELOC and Its Alternatives for Financial Planning

The other day, someone reached out to me seeking advice on getting a Home Equity Line of Credit (HELOC) loan for one of their properties. They wanted to know if I had a “guy” who could assist them with it. Since they were not a current client, I didn’t have their personal information. However, I […]

Your Special Needs Planning Checklist

Establishing lifetime care for a child with special needs requires careful planning. Taking the first step is much easier when you are prepared and know the important aspects of a successful plan. Plan for expenses while understanding the benefits and possible impacts. Gather estimates of your out-of-pocket expenses, including fixed costsfor nursing and therapy, transportation, […]

I’m talking about predictions for the economy, markets, and the financial landscape. So, watch this video and I’ll cover my predictions and prognostications covering: Will Covid just “go away”? What will our economic recovery look like? Will low interest rates remain? Credit markets tighten? Will the government keep shutting us down? Layoffs and furloughs? Will states, cities, and municipalities have budget woes? And much more.
Remember that my entire book, The Age of $elf Reliance, outlined my predictions about the economy both today and in coming years, and so far, I’ve been dead-on accurate (unfortunately). But this isn’t to scare you or convince you that I have some special knowledge or crystal ball (I don’t), but so you can adequately prepare to not only surive, but thrive in 2021 and beyond!
-Your financial guru,
Jason Matthews