Greg Matthews, Social Security Planning Specialist
Greg Matthews
President and Certified Financial Planner®, Matthews Financial Services
Professional Profile
Gregory Matthews is a seasoned financial professional and the President of Matthews Financial Services, proudly serving clients in the Dallas/Fort Worth area since 1995. As a Certified Financial Planner® and a registered representative with a solid background in wealth management, Greg specializes in creating tailored solutions for professionals looking to accumulate and distribute their assets effectively. His strategic approach to investment and comprehensive financial planning is designed to safeguard clients’ portfolios while helping them achieve their financial goals.
Greg holds a CERTIFIED FINANCIAL PLANNER® designation since 1999 and the esteemed NSSA® certification, showcasing his expertise in Social Security benefits education, filing, and maximization strategies. His deep understanding of the complexities surrounding these topics makes him a trusted resource for clients ready to navigate their financial futures.
As a holder of the NSSA® Social Security certification, Greg Matthews brings specialized knowledge of Social Security planning to every client relationship.
With a BBA in Finance from the University of North Texas and a history of leadership as a former President of the North Texas Alumni Association and board member of the North Texas Lettermen’s Association, Greg’s commitment to excellence is further exemplified through numerous accolades, including being named a “Distinguished Alum” and receiving the “Distinguished Alumni Service Award.”
Outside of his professional life, Greg enjoys family time with his wife Julie and their three active boys, sharing his passion for sports by supporting their teams and his alma mater, the Mean Green Eagles. Trust Gregory Matthews to provide knowledgeable, reliable, and respected financial planning that prioritizes your unique needs and aspirations.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.