Our MYFIT Formula
At Mathies Financial Partners, we created our MYFIT formula because we understand how foundational Money, Family, Income and Taxes are to your financial journey, confidence and, of course, future.
But most importantly, we created it because we care about YOU! That’s what the “Y” represents — your savings, your passions, your life! We believe you deserve a strategy that is as unique as you are, not some cookie-cutter offering. We’re about building personalized approaches because we’re also about building lasting relationships that go far beyond financial planning. Come see for yourself..
"For us, its not about the products, pricing or profits. Its about the people. When you take care of the people, the business takes care of itself.”
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Are You Paying
Too Much in Taxes in Retirement?
This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:
- The different types of retirement accounts
- Why tax laws are ever-changing
- Options for tax deductions in retirement
Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.
Purposeful Partnerships
They Make a World of Difference
Purposeful Partnerships
A World of Possibilities Await
Did you notice the maze in our globe logo?
The reason for that is simple: Retirement planning never is a straight line. It’s filled with twists, turns, challenges, sometimes even detours. Our job is to help you navigate those by developing strategies that are diversified, detailed and distinct. That’s why we invest on a global scale, uncovering opportunities across borders to build resilient portfolios that help you find your way to financial freedom and come out on top.
The team at Mathies Financial wants you to enjoy prosperity and purpose. We spend our time educating and arming you with confidence so you can spend your time pursuing the things that matter most — from chasing your grandkids to your American Dream.
Attend an Event
Real Issues.Real Solutions.Real Financial Clarity.
Worried that you may run out of money? Unsure how the markets work or why your portfolio features a certain product? Wondering if taxes will take a bigger bite than necessary from your savings?
Our events are designed to answer questions like those and so many more. We cover real issues that are important to you because they’re the same issues that are important to us. And sometimes our get-togethers just provide a chance to take a breath and enjoy each other!
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Take the first step toward your ideal retirement and American Dream.
Contact us today to schedule your complimentary, no-hassle meeting.