Products & Services

At Matthews Wealth Management, LLP, we provide assistance in the following areas:

Planning

  • Comprehensive Financial Plans
  • Asset Management
  • Cash Management
  • Retirement Planning
  • Insurance Planning
  • Education Planning
  • Charitable Giving

Accounts

  • Traditional Brokerage Accounts
  • Fee-only Wrap Accounts
  • Separately Managed Accounts
  • Trading Accounts
  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • SIMPLE IRAs

Investment Instruments

  • Common Stock
  • Bonds
  • Government Securities
  • Mutual Funds
  • Exchange Traded Funds
  • Options
  • Futures Contracts
  • Private Equity

Insurance

  • Disability Insurance
  • Long Term Care
  • Fixed & Variable Annuities
  • Term Life
  • Whole Life
  • Variable Whole Life
  • Universal Life
  • Variable Universal Life

Business Services

  • 401k Services
  • 403b Services
  • Profit Sharing Plans
  • Money Purchase Plans
  • Business Continuation
  • Key Person Insurance
  • Group Life & Disability
  • Defined Benefit Plans

If you would like to know more about our Products & Services, please contact us at:

Matthews Wealth Management, LLP
1404 Gables Ct., Suite 201
Plano, TX75075
Phone: 214-363-4584
Fax: 214-237-4403
Toll Free: 855-636-4584
Email: randym@matthewswealth.com