William J. Matthews is a multi-state licensed agent who has been securing the financial future of his clients for a generation.
Initially, we will complete an in-depth comprehensive needs analysis, and through a customized Comprehensive Family Protection Plan protect our client’s way of life by recommending, and then implementing an appropriate action plan to make sure the financial goals and dreams they have established for their family can be realized— even if they are not there to provide for them.
Every year after we will review the action plan to ensure it is still current and appropriate, and adjust if necessary. The insurance and annuity programs we incorporate for our clients are designed to cover each phase of their lives.