Welcome to Matthews Financial & Insurance Solutions
At Matthews Financial & Insurance Solutions, we provide financial guidance for professionals, business owners, and retirees who want to build secure, tax-efficient futures.
Since 2009, our firm has focused on guiding clients through life’s biggest financial transitions — from building wealth and creating reliable retirement income, to planning for healthcare costs and leaving a lasting legacy.
We have a special focus on serving single women age 50+ with at least $250,000 of investable assets — especially those navigating retirement, inheritance, or widowhood. These are pivotal moments where clarity, compassion, and smart tax and retirement planning matter most.
What we can help you with
With advanced credentials including the Tax Planning Certified Professional (TPCP) and Certified in Long-Term Care (CLTC) designations — and as a frequent financial expert on Bay Area news outlets — we bring both professional expertise and personal understanding to every client relationship.
Our Mission is Simple
To help you retire with confidence, reduce your tax burden, and protect your wealth so you can live life on your terms.
Our Services
Jason Matthews
CLTC® TPCP ®
Jason Matthews, CLTC®, TPCP®, is the President and CEO of Gibson Monroe Wealth Advisors, an Oakland-based firm specializing in tax planning and retirement income strategies for professional women 50+ and retirees navigating major life changes. A top 1% MDRT advisor and bestselling author of The Age of $elf Reliance, Jason brings nearly two decades of experience in financial services and a passion for empowering clients to build lasting financial independence.
