Business Details
17 Years
experience
Your Trusted Financial Adviser in Oakland, CA
Matthews Financial & Insurance Solution has been dedicated to empowering clients with comprehensive financial strategies since 2009. Founded by Jason Matthews, a seasoned professional with over 15 years of industry experience, our firm specializes in insurance planning, retirement strategies, business succession, and estate management. We prioritize personalized solutions, conducting thorough evaluations of client needs to recommend tailored insurance products, tax-efficient plans, and wealth preservation techniques. As an independent organization, we collaborate with multiple carriers to ensure competitive options while maintaining a client-first approach. Our expertise extends to guiding individuals and businesses through financial windfalls, maximizing social security benefits, and navigating complex regulatory landscapes.With a commitment to education and transparency, we equip clients to make informed decisions that align with their long-term goals. Our team's dedication to excellence is reflected in our proactive planning methodologies and emphasis on building lasting relationships. Recognized for our community involvement and industry leadership, we strive to deliver trustworthy advice that adapts to evolving economic conditions. Through strategic partnerships and continuous learning, we remain at the forefront of financial innovation while maintaining a steadfast focus on client satisfaction.
Services
Insurance Planning
Retirement Strategies
Business Succession
Estate Management
Financial Windfalls
Details
- Year established: 2009
Highlights and features
- We offer 15+ years of specialized expertise in financial planning and insurance solutions
- Our personalized approach includes comprehensive evaluations of your unique financial situation
- We provide access to diverse insurance products through multiple carriers
- Our team maintains continuous education on evolving tax laws and financial regulations
- Client-first philosophy with documented success in maximizing retirement benefits
Associations and certifications
- MDRT (Million Dollar Round Table)
What people say
Knowledgeable team
Personalized approach
Confident in retirement plan
Excellent guidance
Proactive planning
Services
Insurance Planning
We analyze life, disability, and long-term care insurance needs to create customized protection strategies. Our evaluation process identifies optimal coverage amounts and structures to minimize tax implications while maximizing benefits. By maintaining independence across multiple carriers, we secure competitive options tailored to individual and business requirements.
Retirement Planning
Our comprehensive approach assesses current financial status and future goals to develop sustainable retirement strategies. We implement tax-efficient withdrawal plans, optimize social security benefits, and design investment portfolios aligned with risk tolerance. Regular reviews ensure adaptability to changing market conditions and regulatory updates.
Business Succession
We develop exit strategies and succession frameworks to ensure business continuity across generations. Our services include buy/sell agreements, key man insurance, and employee benefit plans that protect shareholder value while facilitating smooth ownership transitions for family and non-family owned enterprises.
Estate Management
Our estate planning integrates life insurance solutions with legal documentation to minimize tax burdens and ensure asset distribution according to client wishes. We coordinate with attorneys to establish trusts and charitable giving strategies that align with both financial and philanthropic objectives.
Financial Windfalls
We specialize in managing sudden financial gains from inheritances, business sales, or real estate transactions. Our process incorporates these windfalls into existing financial plans through strategic investments, debt reduction, and diversified portfolio construction to ensure long-term wealth sustainability.
People
Jason Matthews
President and CEO
With 15+ years in financial services, Jason founded the firm in 2009 after experience at New York Life. He specializes in complex financial planning and serves on the Urban Financial Services Coalition national board. A recognized industry speaker, he holds MDRT certification and focuses on client education.
Thandiwe Cato
Financial Advisor
Bringing expertise from Merrill Lynch, Thandiwe focuses on retirement planning and client relationship management. A San Francisco State graduate, she combines analytical precision with personalized service to develop long-term financial strategies for individual and business clients.
Questions
What financial planning services do you offer?
We provide comprehensive insurance planning, retirement strategies, business succession, estate management, and financial windfall solutions tailored to individual and business needs.
How do you help with retirement planning?
We analyze current financial status, optimize social security benefits, create tax-efficient withdrawal plans, and design investment portfolios aligned with your retirement goals and risk tolerance.
What makes your business planning unique?
Our approach combines buy/sell agreements, key man insurance, and employee benefit plans to create continuity strategies that protect business value across generations.
How do you evaluate insurance needs?
We conduct comprehensive assessments of life, disability, and long-term care requirements, then recommend customized solutions from multiple carriers to ensure optimal coverage.
Videos
