Taxes

• Income Tax
  529 college savings plans, so-called because they are established under Section 529 of the federal income tax code, are established by states for the purpose of providing a program for individuals wishing to invest to pay for qualified higher education expenses. Usually, but not always, structured similar to a mutual fund or fund of funds, 529 college savings plans are offered by virtually every state. Each state may provide a range of investment options, and the investment options may vary greatly from state to state.

Investment

• Mutual Funds
  We may share the personal information described above for business purposes with financial service institutions, such as mutual fund companies, securities brokers, clearing brokers and banks, or companies under contract to perform services for us such as vendors providing data processing, transaction processing and marketing services.
• Bonds
• Wealth Management
  In addition, investment advisory services are offered through Jeffrey Matthews Wealth Management, LLC, a company under common control with The Jeffrey Matthews Financial Group.
• Money Market Funds
  Please note that when you deliver securities or funds to The Jeffrey Matthews Financial Group, LLC, we immediately forward them to RBC CM.  We do not hold any customer securities or funds in our offices.  Your account assets held at RBC CM are protected by the Securities Investors Protection Corporation (“SIPC”), which protects brokerage clients in the event of the failure of a member firm.  SIPC reimburses clients the cash value of their securities up to $500,000 per client. Any cash in a client’s account would be reimbursed by SIPC up to 250,000 (reducing the $500,000 above).  RBC CM has purchased an additional policy that provides coverage in excess of the SIPC protection, covering an additional $99.5 million per client, subject to a $400 million aggregate limit. This includes protection for cash (credit balances not money market funds) of up to $900,000 over the $250,000 provided by SIPC.  Neither SIPC protection, nor the additional protection purchased by RBC CM, covers a decline in the value of a customer’s assets due to market loss.  You can obtain information about SIPC, including the SIPC brochure, by visiting the organizations website at www.sipc.org or by contacting them at (202) 371-8300.

Planning

• Retirement Planning
  Established in 1996, The Jeffrey Matthews Financial Group works closely with its clientele to help them navigate the financial markets and develop strategies to build and sustain their wealth. Our clients include retail, high net worth individuals, charitable foundations, institutional clients, 401K/pension plans and bond funds.
• Annuities
  Tony Pasculli is a Vice President and a Founding Partner at The Jeffrey Matthews Financial Group. He has been in the brokerage business since 1992, specializing in fixed income investing. Tony holds FINRA Series 7 and 63 registrations as well as insurance licenses for life and variable annuities. He received his Bachelor of Science degree from the University of Delaware, where for all four years he played ice hockey. Tony resides in Hunterdon County, New Jersey, with his wife of 25 years, Jennifer, and son Anthony. He enjoys traveling, skiing and spending time with his family.
• Long Term Care
  Unlike traditional health insurance, long-term care insurance is designed to cover long-term services and supports, including personal and custodial care in a variety of settings, such as your home, a community organization or other facility.
• College Funding