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A Year-End Gift for Plan Participants: SECURE 2.0

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As part of the $1.7 trillion omnibus appropriations bill that passed Congress just before the holiday break, some major changes are coming for employer-sponsored plans like 401Ks (for-profit businesses) and 403Bs (educational and nonprofit organizations). The SECURE 2.0 (Setting Every Community Up for Retirement Enhancement) Act of 2022 has gone to President Biden’s desk after passing both houses of Congress with bipartisan support.

The new legislation takes its name from the 2019 SECURE Act. One of the most well-known provisions of the 2019 act gave small businesses the ability to participate in pooled employer plans (PEPs), which operate much like a “group 401(k).” In other words, PEPs allow unrelated employers to share the administrative costs of a plan that can be offered to qualifying personnel of each participating employer. With the passage of SECURE 2.0, new provisions have become law with the intent of making participation easier and more attractive for more employees.

  • The new act requires automatic enrollment of employees in 401(k) or 403(b) plans, with payroll-deducted contributions of 3–10% of pay in the first year, rising by 1% each year until a minimum 10% threshold is reached. Businesses with fewer than 10 employees and companies in business for less than 3 years are exempt. Automatic enrollment has been demonstrated to result in higher participation rates, and while employees can opt out, typically, most do not.
  • Aiming to help those who are making student loan payments instead of saving for retirement, a new provision allows employers to make matching contributions to plans based on qualified student loan payments by employees.
  • SECURE 2.0 expands the Saver’s Tax Credit for qualified lower-income individuals (in 2023, maximum AGI of $73,000 if filing jointly) to provide tax credit equal to 50% of plan contributions with no reduction as income increases. This provision takes effect in 2027).
  • SECURE 2.0 increases catch-up contributions for participants ages 60–63 from the current $6,500 to $10,000, starting in 2025. Beginning in 2024, new rules treat all catch-up contributions under Roth rules, as after-tax contributions, with the exception of workers earning $145,000 or less. The act also indexes catchup contributions to IRA accounts for inflation, replacing the current flat $1,000/year limitation.
  • RMDs for covered plans start at age 73 in 2023, going up to age 75 in 2033. This provision also applies to Individual Retirement Accounts (IRAs) in addition to 401Ks and 403Bs.

For employers, certain provisions of the plan may require a bit of careful planning.
The new law contains a provision reducing the number of years required for part-time employees to become qualified to participate in a plan, lowering the qualifying period from the current three years to two. Employers have some extra time to implement this, however; the new law offers a deadline of January 1, 2024 for making the needed changes to existing plans. On the other hand, SECURE 2.0 includes expansion of the startup cost credit for employers to include up to 100% of startup costs—basically a tax incentive from the government to encourage employers to launch plans.

At Mathis Wealth Management, we know you need the most current information about changes in tax and retirement plan law in order to make sound decisions about your company benefits and other important planning strategies. To learn more, read our recent article, “Your Home and Your Retirement: Using It to Generate Extra Income.”

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This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

Meet Phil Adams

Phil joined Mathis Wealth Management in 2016, after a successful career as a firefighter.

Most of his career he spent at downtown stations as part of the high-rise team. The last 5 years, he headed up the high-rise task force in the Special Hazards Unit.  Phil has made it his business to understand the ins and outs of the public safety retirement system. He strongly believes that helping firefighters prepare for retirement and guiding them through the city’s sometimes complicated retirement process is his true calling. Phil enjoys teaching and coaching members on how best to take advantage of the excellent benefits provided by the Phoenix Fire Department. 

Phil also has over 20 years of experience in business; he was the CEO and President of Stoneridge Construction for 15 years and CEO and President of Stoneridge Development for over 19 years. He was a founding board member and served as president of the Phoenix Metro Public Safety Football Club, which was the 501(c)(3) non-profit organization behind the football team for Phoenix Fire and Police, the Thunder. That football team won multiple national titles and gave thousands of dollars to charity. He even found the time to coach high school football for 20+ years. The skills he learned from business and coaching are directly applied to the retirement planning, business consulting, and wealth management that he does with his clients.

Phil married his high school sweetheart, Paula, while they were at Northern Arizona University and they have been married for 33 years. They have three adult children, Austin, Nate, and Nicole, and two dogs, Bo and Bella.

Phil is a voracious reader, a huge football fan, and loves to travel, fish, and hike.

CERTIFICATION OR AWARD
CERTIFICATION OR AWARD
Phil Adams

Meet Jennifer Panicker

Jennifer’s role is to help make sure everything goes smoothly for our clients.

Jennifer graduated summa cum laude from the University of Wisconsin – Whitewater, with a Bachelor of Business Administration with an emphasis in International Business and a minor in economics.

A native of Wisconsin, Jennifer spent many years in the Chicago suburbs before moving to Arizona. She appreciates no longer having to deal with snow and cold. Her leisure activities include spending time with her husband, Biju, and walking their dog, Petey.

Jennifer Panicker

Meet Vickie Gray

Vickie brings a wealth of experience in business to Mathis Wealth Management.

At Mathis Wealth, Vickie schedules Larry’s appointments and processes accounts forms and other paperwork.

While she grew up in Florida, she moved from New York to Arizona with her husband of 30 years, Gary. They currently have two dogs, Jasper and Yogi, as well as one grown daughter. Vickie’s leisure activities include target shooting, reading and jewelry making.

Vickie Gray

Meet Paula Adams

Paula works alongside her husband, Phil Adams, helping in an administrative capacity with his clients.  

Honesty and integrity are her most highly esteemed values and she hopes to impart them to all Mathis Wealth clients. Her main goal is for each client to truly feel valued and respected.

Paula has been happily married to Phil for 37 years and together they have three children—Austin, Nate and Nicole.  She loves her dogs, Bo, Bella, and Max, and enjoys working out, reading, hiking, camping and spending any time she can with her family and friends.

Paula Adams Headshot

Meet Cameron Mathis

Cameron received his BBA in Finance from Northern Arizona University, where he also completed the certification program in Investments.

Cameron serves our clients as a Financial Advisor, assisting clients with their investment needs, as well their Life, Disability and Long-Term Care Insurance needs.

Best of all, Cameron shares our rock-solid commitment to placing the best interests of our clients ahead of every other consideration.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

This page contains links to third-party company websites. By selecting a link, you will be launching a new browser window. These links are provided for informational purposes only and should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties. We are not making any recommendations or providing any advice on securities in particular or investments in general. Neither Mathis Wealth Management nor United Planners Financial Services have reviewed the content of, and are not responsible for, the information or the results of the third-party websites.

Meet Larry mathis

Larry is the author of Mom Was Right: Family Tragedy to Financial Freedom—How a Widowed Mother of Seven Retired Debt-Free. He has spoken for numerous organizations, including the Third Annual Invest in Women Conference, the American Association of Orthodontists, and the Arizona School of Dentistry and Oral Health at A. T. Still University.

Larry founded Mathis Wealth Management intent upon providing retirees and pre-retirees with comprehensive financial services based on each client’s unique hopes, needs and values. His comprehensive approach enables him to customize strategies for all aspects of a client’s financial life and weave the strategies into an integrated plan so all aspects work together efficiently.

A financial professional since 1987, Larry has the kind of in-depth knowledge that comes from over 30 years of experience. His credentials include a Bachelor of Science in AgriBusiness from Arizona State University and the elite designation of CERTIFIED FINANCIAL PLANNER™ professional (CFP®), which trained him to help clients with virtually all of their financial needs. As an Accredited Investment Fiduciary (AIF®), he has a fiduciary responsibility to work strictly in his clients’ best interests.

Larry is a native of Phoenix, and has served the community on the boards of various charitable and religious organizations. He coached youth sports for many years and is still a certified Little League umpire, having officiated in Cooperstown, New York: home of the National Baseball Hall of Fame. He and his wife, Rhonda, have been married for 35 years and have three sons. His leisure activities include hunting, fishing, and singing, and he especially loves horses and riding.

CERTIFIED FINANCIAL PLANNER®
Accredited Investment Fiduciary®