Our Services

At Jefferson Matthews our goal is to assist our clients in finding the best products to suit their individual financial needs. There are various and numerous financial products available, so we are strategic about assessing and identifying our client’s needs on an individual basis. We then create a plan that specifically caters to their unique situation. We assist our clients with everything from retirement planning to financial management and asset allocation. Some of our specific services are:

401k Retirement Plans

A 401k is a qualified retirement plan that allows eligible employees of a company to save and invest for their own retirement on a tax deferred basis.

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Individual Retirement Accounts (IRA)

A tax-advantaged investing tool that individuals use to earmark funds for retirement savings.

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Group Retirement and Savings Plans

A defined contribution plan is a retirement plan in which the employer, employee, or both contribute to the employee’s individual account on a periodic basis.

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Annuities

An annuity works by transferring risk from the owner, called the annuitant, to the insurance company. Like other types of insurance, you pay the annuity company premiums to bear this risk.

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Employee Pension Plans

A retirement plan that requires an employer to make contributions to a pool of funds set aside for a worker’s future benefit.

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Life Insurance

A life insurance policy is a contract with an insurance company. In exchange for premium payments, the insurance company provides a lump-sum payment, known as a death benefit, to beneficiaries upon the insured’s death.

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Disability, Critical illness and long-term care insurance

Long-term care insurance covers care generally not covered by health insurance, Medicare, or Medicaid.

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Individual Retirement Accounts (IRA)

A tax-advantaged investing tool that individuals use to earmark funds for retirement savings.

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Specifically designed group retirement savings plans

For business owners, group retirement and savings plans can play a key role in attracting and retaining quality employees.

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Ready to see your retirement on paper?

Schedule a free 30 min call and find out how we can help remove the anxiety from your retirement.

Or give us a call at 205-848-2999