Broker Check

Insurance Solutions

Building a strong financial foundation is crucial to any financial plan. At Mattar Financial we offer the following risk management strategies through a variety of different insurance carriers.

Client Centered

Health Insurance

Health Insurance has the potential to be one of your largest household expenses. It is very important that you take the time to understand your Health Plan. At Mattar Financial, we work with you to find a plan that is right for you!

Visit our Individual Health Insurance Page to get a free, no obligation quote. You will be able to compare health plans from a variety of different carriers and apply right online!

Client Centered

Life Insurance

Properly positioned, the benefit from a life insurance policy can provide a steady stream of income for your family. It can also provide liquid capital to pay estate taxes and other obligations. There are hundreds of companies out there that offer life insurance. We will analyze your personal situation and will put together our recommendations based on our analysis. The primary purpose of life insurance is to protect your dependents financially in the event of your death. At Mattar Financial, we will make sure you have the proper plan in place just in case the unthinkable ever does occur.

We offer the following types of life insurance polices:

  • Term Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Variable Life Insurance
Client Centered

Disability Insurance

The greatest financial asset you have is your ability to earn an income. When you lose the ability to bring in a steady stream of income, the potential effects can be devastating to you and your family. Disability insurance helps replace income lost because of an accident or illness. One survey found that 43% of people aged 40 will suffer a disability of at least 90 days before they reach age 65. Let us help you become prepared and ready to protect your income against anything life throws at you.

Client Centered

Long Term Care

One of the greatest potential risks faced by America's elderly is the need for long-term care. Long-term care insurance transfers a portion of the risk of long-term care expenses to an insurance company helping to protect you and your family from potentially devastating expenses. The purchase of long-term care insurance should not cause financial hardship by making you neglect other financial needs. Mattar Financial professionals will inform you of the many varieties of LTC policies and options, so that you can compare and contrast benefits and premiums wisely.

Client Centered

Estate Planning & General Tax Strategies

Throughout our lives, we spend so much time worrying about making a decent living. Questions like:

"Will we have enough for a new house? Can I afford that new car? Can I take that trip I've always wanted to take?"

But the years pass. You've built up an estate, and achieved success. Your focus starts shifting away from taking care of yourself, to ensuring your loved ones are cared for after you're gone. That's what estate planning is all about.

Mattar Financial consultants can assist you in designing estate plans to help minimize death taxes and administration costs associated with wealth transfer. They work closely as a team player with your attorney and CPA in helping you select the various trusts such as Charitable Trusts, Living Trusts, Irrevocable Trusts and other specialized agreements and documents which ma be advised to properly meet the objective you have for your heirs.

Mattar Financial can also provide you with general strategies regarding income, estate and gift tax consequences of charitable contributions, the sale and purchase of business interests, and employee benefits and retirement plans.*

*You may wish to consult your tax professional regarding your individual circumstances.

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