Southern Colorado: (719) 434-3939
Northern Colorado: (303) 225-0328
Georgia: (470) 936-7330
About Jeff Mathies
Jeff Mathies, CFEd®
Chief Executive Officer
Colorado Springs • Pueblo • Denver
Jeff focuses on helping clients work toward their retirement dreams through a well-thought-out process called MYFIT, which he developed after many years of coaching clients to retirement.
He first broke into the industry in 2003 and began Mathies Financial Partners in 2008. He has also founded multiple organizations designed to bring together professionals to help consumers with the vast array of challenges they may face while approaching or living in retirement.
Jeff is a financial professional who offers both investment advice and insurance products. As a Certified Financial Educator (CFEd®), he focuses on financial education for adults and enjoys coaching his clients through the cycles of investing and planning for their retirement.
He currently resides on his ranch in Pueblo, Colorado, with his wife and their five children. In his free time, you can frequently find him mountain biking, hiking, golfing and spending time with his kids, and grandkids.
Our Proprietary
MYFIT Planning Process
The MYFIT process is the framework for our service, helping us delve deep into your situation and performing the heavy lifting on your path, freeing you up to focus on what’s important: you and your loved ones. It’s also about so much more than finding the right one-time solution for a single need. It’s about meeting your needs time and time again by tailoring our approach to fit both your financial and your personal life. These are the steps in our proprietary process as we work to discover a strategy to fit you.
MYFIT Discovery Session
MYFIT Analysis & Risk Assessment
MYFIT Plan Design
Discipline Implementation
Meet the Team
Above anything else, our team is here for you, and we use decades of experience in the financial position to seek out solutions we believe will put you in the best position to succeed. We also consider ourselves a family, and we’re excited about the opportunity to welcome anyone into our firm with the same openness and acceptance we show our loved ones. We encourage you to meet our entire team and get to know us, and we look forward to the opportunity to take this journey with you.
Have a Question?
We have answers! Fill out our form below, and we will contact you. We look forward to starting a partnership and giving you direction to reach the retirement and the lifestyle you deserve.
Contact Us
Southern Colorado: (719) 434-3939
Northern Colorado: (303) 225-0328
Georgia: (470) 936-7330
info@MathiesFP.com
We Want to Help You Reach Your Goals
Southern Colorado: (719) 434-3939
Northern Colorado: (303) 225-0328
Georgia: (470) 936-7330