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With a combined 60+ years of experience as Phoenix firefighters, Phil Adams and Kelvin Bartee understand the complexities of the multitudes of financial decisions you face during your career, leading to retirement, and after retirement.

Phil and Kelvin are part of a team of professionals, including our firm’s founder, Larry Mathis, CFP® AIF®. Larry has worked exclusively in financial services since 1987. As a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary, Larry is equipped with the necessary knowledge to help you transition from a blue-collar career to a white-collar retirement.

Larry, Phil, Kelvin and the rest of our team are committed to helping you navigate life’s financial complexities. Furthermore, we will always keep your best interest at the forefront of our recommendations.