Our Team
At Mathies Financial Partners, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.
Jeff Mathies, CFED® Chief Executive Officer
Steve Foltz Investor Coach
Jeff Young Investor Coach
Caleb Moore Investor Coach
Lindsey Turner Investor Coach
Michael Gallagher Director of Healthcare Services
Stacy Gallagher Healthcare Services Coordinator
Alejandro Rivera Client Services
Tawnie Sheets Client Consultant
Jaelyn Castaneda Administrative Assistant
COMPLIMENTARY EBOOK: What Financial Challenges Will You Face?
The world of retirement is changing — especially how we fund it. Many find themselves questioning when, or if, they will be able to retire. Our free, 8-page guide will help you get a head start on your retirement planning by showing you:
How an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
How the average person spent $146 a year on health care in 1960 compared to the average cost today.
How to ask the right questions about retirement, including: How do I make my money last?
Download your free retirement guide now and take the first step toward taking control of your financial future.
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.
READ MORE ABOUT Our Services Below
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
IRA Legacy
Planning
Tax-Efficient
Strategies
Wealth
Management
Retirement
Income Strategies
Asset Protection
Strategies
IRA/401(k)
Rollovers
Investments
Income for Life
Our Proprietary MYFIT Planning Process
The MYFIT process serves as the foundation of our service, allowing us to thoroughly understand your situation while performing the heavy lifting on your path. This enables you to focus on what’s truly important: you and your loved ones. Our approach goes beyond finding a one-time solution for a specific need; it’s about consistently meeting your needs by customizing our strategies to align with both your financial and personal life. These are the steps in our proprietary process as we develop a strategy tailored just for you.
MYFIT Discovery Session
MYFIT Analysis & Risk Assessment
MYFIT Plan Design
Discipline Implmentation
Colorado Springs
Pueblo
540 E. Abriendo Avenue
Suite B
Pueblo, CO. 81004
719.434.3939
Denver
Cortez
12 E Main Street
Cortez, CO. 81321
970.816.6968
Atlanta
Scottsdale (by appointment only)
Contact Us
Share a few details with us, and you’ll be on your way to our first meeting. We can’t wait to get to know you and your goals and dreams.
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