Hello everyone !

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

It has taken strength, savvy and determination for you to create and establish your business. Now, you need to maximize the value of your business, as well as the value of a majority or minority interest in the business. This is where the road to success gets even rougher. Family business experts have found that less than one-third of family businesses make it through a second generation and fewer than 10% will survive a third generation.

We can help you defy these statistics. Whether you’re structuring a new company, preparing an exit strategy or developing a succession plan, business planning is an invaluable tool that we can utilize to assist you in achieving your shareholders’ long-term objectives.

We’ll work with you to:

  • Buy/Sell agreement
  • Key man insurance
  • Business succession planning
  • Defined Benefit Plans,
  • Qualified Plans
  • Employee Benefits


Once all these steps are taken, you will have peace of mind knowing you have covered all the bases and made sure there are no gaps in your overall plan