PARTNERS POWERED BY

YOUR PASSIONS

With your aspirations as our compass, the professionals at Mathies Financial Partners are committed to guiding you toward the retirement you’ve always envisioned.

Meet Your Dream Team

What does life without financial stress look like for you? Is it providing your family with the lifestyle they deserve or pursuing a passion project that makes work feel like joy?

However you answer those questions, we see this as your American Dream. Our mission is to help make that dream possible by using decades of financial industry experience to identify solutions we believe will put you in the best position to succeed.

We’re excited about the opportunity to welcome you into our firm with the same openness and acceptance we show our loved ones — because when you partner with us, you’re family!

Jeff Mathies CFEd® Chief Executive Officer

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.

Jeff got his start in the insurance 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 retirement.

Jeff is the host of the MYFIT Money TV show, which currently broadcasts on the FOX and CBS local net works.

Jeff has a 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.