Integrity + Experience = Matrix

Check the background of our investment professionals on FINRA's Brokercheck

Insurance Planning

Insurance Services

Accumulation of wealth and financial security is everyone’s goal.  However, unexpected life events can derail this objective.  An accident, sickness, or death can cause havoc to one’s financial goals and objectives.  Proper protection should be the cornerstone of every financial plan.

We work with our clients to design and implement proper protection for life’s unexpected events.

We specialize in the following insurance planning services:

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care
  • Health Insurance

Investment Services

Matrix Insurance Agency, Inc., has teamed up with Ashford Advisors to provide investment services for our clients.  Ashford Advisors has been in the financial services business 1898.  They are one of the largest and most respected financial services firms in the Southeast.

  • Asset Allocation
  • Investments
  • Mutual Funds
  • Annuities
  • College Funding / 529 Plans

Estate Planning Services

Creation, Distribution, and Conservation are the three phases of estate planning.  In each phase, we work with our clients to develop wealth maximization and asset protection strategies.  We know how hard you have worked to build your estate and we want to help you protect it for generations to come.

The services that we provide are as follows:

  • Estate Planning
  • Charitable Planning
  • Wealth Preservation
  • Estate Liquidity
  • Valuation Counseling
  • Charitable Transfer Planning

Retirement Planning

Matrix Insurance Agency, Inc. will help you navigate the Retirement Plan Marketplace and implement effective strategies to accumulate wealth and maximize tax savings opportunities.  We will monitor and review these plans and will work with you to reach your goals.

Our Retirement Planning Services are as follows:

  • 401 (k) Plan Investment and Adminstration
  • Asset Allocation
  • Non-Qualified Retirement Planning