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Retirement Size-Up™

Our team has developed and refined a process to help you maximize your retirement benefits.

Our Mission

To inspire our clients to make smart financial decisions through pro-active values-based financial planning, while providing service that exceeds our clients' expectations.

Go to Our Mission

Who We Serve

Our Arizona based team of financial professionals is committed to serving public safety officers, including firefighters, law enforcement officers, as well as their families.

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Our Professionals

Our team approach offers a range of services to provide more benefits to our clients.

Meet Our Professionals

Riskalyze

Mathis Wealth Management offers leading-edge financial technology to determine your true risk tolerance number. Riskalyze is a quantitative way to pinpoint an investor’s risk number and build a portfolio that contains just the right amount of risk.

Learn Your Risk Number

"Retirement is not the end of the road. It is the beginning of the open highway.

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