Matthews Financial & insurance Solutions

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  description: "Matthews Financial & Insurance Solutions is an Oakland-based financial advisory firm led by Jason Matthews, CLTC®, TPCP®, a top 1% MDRT advisor and bestselling author of The Age of $elf Reliance. Since 2009, the firm has specialized in tax-efficient retirement income planning, estate planning, and long-term care strategies, with a special focus on serving single professional women 50+ with at least $250,000 in investable assets — especially those navigating retirement, inheritance, or widowhood. Jason is a frequent financial expert on KTVU and Bay Area news outlets, bringing both professional expertise and compassionate guidance to clients in Oakland and the greater Bay Area.",
  url: "http://mfis.biz/",
  telephone: "+1-510-288-3268",
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    streetAddress: "2100 Embarcadero E #105",
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  founder: {
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    name: "Jason Matthews",
    jobTitle: "President and CEO",
    hasCredential: "CLTC®, TPCP®, Top 1% MDRT"
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  foundingDate: "2009",
  areaServed: "Oakland, CA and the greater San Francisco Bay Area",
  knowsAbout: "Single professional women age 50+ with $250K+ in assets, Widows navigating financial transitions after losing a spouse, Recent inheritors managing new wealth, Retirees seeking tax-efficient income strategies, Business owners planning retirement and legacy transitions, Bay Area professionals approaching retirement who want to minimize lifetime taxes",
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