Services

At Jefferson Matthews our goal is to assist our clients in finding the best products to suit their individual financial needs. There are many, varied products out there, and we assess the individual needs of our clients and create a plan based solely on their specific situation. There is no one size fits all solution to financial planning. Upon meeting with and evaluating the client’s individual needs, we are able to offer many services. We assist our clients with everything from retirement planning to financial management and asset allocation. Some of our specific services are:
  • 401k retirement plans.
  • Individual Retirement Accounts.
  • Group retirement and savings plans.
  • Annuities.
  • Employee pension plans.
  • Life insurance.
  • Disability, critical illness and long-term care insurance.
  • Group health insurance benefits.
  • Specifically designed group retirement savings plans.