Our Journey in Transforming Financial Planning

Since 1998, we have been dedicated to demystifying life insurance and financial planning, driven by an entrepreneurial spirit and a commitment to genuine education. Our founder’s journey from an entrepreneurial background to becoming a leader in financial planning reflects our core values of integrity and transparency. We are proud to offer our clients the knowledge and tools they need to make informed decisions and achieve their financial goals.

The story of Matthews Insurance began with a passion for providing clear, actionable financial guidance that challenges conventional wisdom. Our experience in the industry has shaped our approach, focusing on principles-based planning rather than traditional methods that often fall short. We believe that everyone deserves a clear understanding of how money and insurance work, and we strive to provide that through our expert services. Our story is one of dedication, innovation, and a relentless pursuit of excellence in financial planning.