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Committed to Public Safety Retire on Purpose You Have a Choice

Retirement Size-Up™

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

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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.

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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.

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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.

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

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