Matles & Associates

Matles & Associates is a full service insurance agency that strives to deliver every C-Suite Executive's dream: Turnkey Solutions. HR Directors and Plan Administrators love us, too. Stop dreaming of access to most major investment companies, medical and commercial insurance carriers delivered with concierge care and service.

If you go to battle with the competition everyday, the way we do, then you want the best tools and information available to help you succeed. Stop playing defense and allow us to show you how Matles will help you gain a leg-up on the competition. Proactive Contact: We Help our clients meet the complex responsibilities of being a plan sponsor and fiduciary with a formal investment policy statement and clear investment monitoring strategies.

Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.