• 4 Mountain View Terrace • Suite 104 • Danbury, CT 06810
  • Phone: 203.743.0131 • Fax: 203.743.4086
Meet Our Team Perception vs. Reality Making Your Tax Bracket Work Charitable Giving: Smart from the Heart

Financial Planning

I was in first grade when I learned to read. Ms. Haight arranged us in reading groups according to our abilities and I was excited to sit with the “readers” versus the “not quite readers.” We would sit on round plastic turquoise stools that were attached to heavy round folding tables...  Read More

Corporate Benefits

The first thing I do when I get in a car is buckle my seatbelt. Safety in cars wasn’t what it is today. But maybe it didn’t need to be; our parents drove big, all metal cars equivalent to today’s Hummer. And those rear wheel drive Chevy’s and Buick’s and Ford’s got us through the winter months just fine...  Read More

Wealth Management

I have little musical talent. Actually, little is even an exaggeration. When I was in fourth grade I attempted to master the trumpet. After failing time and again to nail down the proper timing to play my notes the conductor of our elementary school band kindly suggested I spend more time in the gym or classroom...  Read More

Welcome to Matson Financial Advisors, Inc.

Michael Matson

Matson Financial Advisors is a caring team of service professionals dedicated to meeting the financial goals of our individual and corporate clients. Our success is attributable to being intentional listeners, asking probing questions and deciphering your true needs so we can determine if we can be a good long-term fit in hand-holding you and your family successfully through your financial journey. Just as learning to read starts with knowledge of the sounds from each letter of the alphabet, our journey with a client begins with the foundation of mutual trust, respect and willingness to have honest dialogue. Like the conductor of the orchestra, we do not step in to play your instrument for you but rather demonstrate how to improve the sound so it sings boldly the way you envision. We are confident in our ability to encourage, teach, challenge and support you in achieving the goals for your family and your business.

 

Helpful Content

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

 

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

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