Matthews Financial Services

Matthews Financial Services is a financial planner in Carrollton, Texas. The firm works with professionals on retirement planning, investment management, tax planning, and debt management, and it serves as a wealth manager coordinating all areas of a client's financial life. Its stated focus is the professional market. Kenneth Matthews has served as Client Relations Manager since 1987, assisting with quarterly reports, client functions, seminars, and charitable events. The firm describes a consultative approach built around clients who have specific, unique planning needs. It states that no single strategy fits everyone, so each client receives attention from planning through execution and follow-up, and it takes a proactive approach to developing strategies for financial goals. On retirement planning, the firm helps clients evaluate which plan type suits their situation and provides additional solutions toward financial independence. Its investment management work diversifies strategies and techniques according to goals, time frame, and risk tolerance, with institutional money managers implementing strategies that the firm continues to monitor and adjust. For tax planning, it refers clients to a CPA or collaborates with a client's own accountant on tax-reduction strategies. As an independent firm, it represents clients' interests rather than any specific company and states it has no ties to product manufacturers. Matthews Financial Services is located at 2625 North Josey Lane, Suite 101, in Carrollton, Texas.