Matthew Clary, Founder/Financial Professional with The One Family Financial

Matthew Clary, Founder/Financial Professional with The One Family Financial Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

As a Financial Services Professional, I am focused on helping individuals and families build, protect, and preserve their financial future. I work closely with clients to understand their goals and develop strategies around retirement planning, college funding, income protection, and long-term financial security. My approach is relationship-driven and centered on providing thoughtful, personalized

guidance. Whether you're preparing for major life milestones or looking to strengthen your overall financial strategy, I aim to provide clarity and confidence in your decisions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and New York Life Company. New York Life Insurance Company
1300 Concord Terrace, 5th Floor, Sunrise, FL 33323
(954) 772-5200

Neither The One Family Financial, nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. The One Family Financial is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

The article highlights how different withdrawal strategies may affect taxes during retirement.
06/04/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.We ar...
05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, re...
05/18/2026

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, reach out to me today.

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, ...
04/30/2026

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, straining affordability for middle class families who struggle to pick up the tab, AARP said in a March 12 report.

Home care, assisted living costs for older adults have surged over the past five years, straining affordability for middle class families, AARP said.

New IRS migration data shows billions in income shifting from high-tax states to lower-tax destinations. Here’s what’s d...
04/23/2026

New IRS migration data shows billions in income shifting from high-tax states to lower-tax destinations. Here’s what’s driving the trend and what it means for your finances.

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may...
03/30/2026

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how you may be able to fend off the growing threat.

“Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how to fend off the growing threat.

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.
03/13/2026

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.

When you die, your mortgage doesn’t die with you. Learn what happens to your home loan and how to protect your spouse or...
02/26/2026

When you die, your mortgage doesn’t die with you. Learn what happens to your home loan and how to protect your spouse or heirs.

02/16/2026

The Letter editors review the projected pace of the economy for 2026. Bigger tax refunds and resilient consumers will keep the economy humming in 2026. What are your thoughts?

Address

1300 Concord Terrace
Sunrise, FL
33323

Telephone

+17277449803

Website

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