Matthew Jarvis takes a comprehensive approach to financial and retirement planning that helps you meet your goals and attain peace of mind. As the second generation to take the helm of Jarvis Financial Services, Matthew works with a select group of clients providing retirement income planning, expense planning (e.g., college), tax minimization strategies, long-term care planning, estate planning, risk management and investment allocations.
Jarvis Financial clients become accustomed to long, thoughtful discussions with Matthew. Patient and able to break-down complex financial concepts into meaningful language, he develops a strategy and helps you make financial and investment decisions tailored to your objectives, your current and future tax situation, and your understanding of risk.
Matthew often takes the work you may have done on your own or with another planner, broadens the scope to consider what many other planners don’t, then customizes a plan that balances your current assets and investments with products and strategies intended to help you achieve your dreams. He has special expertise in FAA employee benefits, and also provides fee-based consulting on several highly technical fields such as long-term care, estate planning and divorce settlements.
Matthew’s knowledge and expertise has been featured in multiple media outlets including The Business Examiner, Kiplinger’s Personal Finance Magazine, KOMO 4 News, and KING 5 News. Strongly rooted in the community, Matthew serves with local organizations that focus on improving the quality of life in and around Federal Way.
• Certified Financial Planner™ (CFP®)
• Chartered Financial Consultant (ChFC)
Investment Adviser Representative, Series 7 and 66 Securities Licenses, Washington State