Caring, Independent Investment & Insurance Advice
Matson Financial Advisors, Inc. entered the financial planning profession at a time when the world was first introduced to the ‘Got Milk’ ad campaign, consumers struggled to learn Windows NT and several years before Steve Jobs resumed his CEO role with Apple. This was a time when approaching wealth management in a fiduciary capacity was a rarity and offering comprehensive financial planning was unique.
While the financial world has evolved over the last 25 years, we remain a team of caring professionals focusing on all aspects of our client’s financial life including retirement, tax, insurance, estate planning and investments - all key components of a comprehensive plan. We rely on our ability to listen to our clients and our knowledge and experience to evolve in a rapidly growing industry to continue offering our clients the highest level of care as they navigate new and unforeseen territory.
We work with our clients through some of their most important milestones as well their most challenging. Our goal is to offer guidance by educating and providing necessary tools to help make decisions that best fit their needs.
The wonderful relationships that we have built with our existing clients has allowed us to establish a foundation working closely with new generations. We understand the methods of delivering advice expected from a younger generation of investors are different from the attention their parents may have received. We embrace technology as a way to build and enhance relationships. We will continue to adapt to the needs of our clients who have grown up with the ability to connect with almost anyone, anytime and from anywhere. Read More...