Daniel Matthews

Financial Advisor
Helping high-net worth individuals continue their lifestyle into retirement

They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. These days, it's more important than ever to make sure you have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a plan of action that will help protect your family's wealth, lifestyle and dreams for the future. Let's get started - there's no better time than now.

Calculators

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

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Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,559.54 +0.42%
OSX Oil Service Sector Index 99.07 -1.16%

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