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Why Retire? Your Answers Really Matter

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Many of us are familiar with—or at least have heard about—author Simon Sinek and his maxim, which he also used as the main title of his bestselling book : “Start with Why.” The reason Sinek’s book and the idea behind it are attracting so much attention is that many of us intuitively understand that success almost always follows a full understanding of what one’s real purpose is. Whether it’s captured in a corporate mission statement or revealed in a favorite proverb taped to the bathroom mirror, most of us realize on some level that, once we’ve grasped the purpose behind what we do, we should then use that knowledge to make our major decisions. Sinek says it this way: “People don’t buy what you do; they buy why you do it.” In other words, those who accomplish important things do so because they understand their “why” — their purpose.

This principle certainly holds true in retirement planning. In fact, we’ve written recently about the vital non-financial decisions that you need to make about your second act as well as the importance of goals and relationships to a fulfilling retirement lifestyle. Some of the most important work we do with our clients is focused on helping them understand their “why.” When thinking about retirement, most of us tend to concentrate on the financial side, which mostly concerns the “how” of retirement. But it is vital to keep in mind that deep down, most of us are aiming for something more significant than simply dying as rich as possible. Most of us hope to accomplish something meaningful, both for ourselves and for others, and those types of goals almost always involve something more than money. Typically, whether we fully realize it or not, they involve our “why.”

And by the way, research demonstrates that people who have a sense of purpose and direction in life typically exercise more, sleep better, and even have better dental hygiene. It just makes sense that they also tend to have more financial success than others. Apparently, those who live with a firm grasp of their “why” tend to be happier, have more energy, and are less vulnerable to stress. Do any of these qualities sound like something that would make your retirement lifestyle more satisfying?

So, as you prepare for retirement, keep in mind that making wise financial decisions is certainly important, and the quality of the professional guidance you receive around those decisions really does matter. But at the same time, start asking yourself questions like these:

  •  As I move into retirement, how will my money enable me to make more meaningful choices?
  • The ways I spend my time and money in retirement will enable me to advance my commitment to_______________.
  • In retirement, I plan to benefit my family and others by ____________.
  • The most important thing I hope to accomplish in retirement is _____________.
  • The thing I’m most looking forward to having more time for in retirement is ____________.

 

Thinking about topics like these can lead you to better and more accurate consideration of your “why.” It can also spin off creative ideas that you can explore with the help of both your professional advisors and also the people closest to you.

Another important result of putting your financial plans for retirement in the context of your larger purposes is that it can change the way you think about your finances. You will come to realize—if you haven’t already—that money is not the actual goal; instead, your money is a tool you need in order to achieve your goal. Most of us have heard the proverb, “Money cannot buy happiness.” That is certainly true, but in retirement planning and almost everywhere else in life, it can provide you with choices. When you think about it, most of the things we enjoy or need in life—vacationing with grandkids, living in a safe neighborhood, paying for needed medical care—require a certain amount of money. So, the money isn’t really what we want; rather, we want the choices it gives us. Money is a tool. It’s not the only tool that we have, but it’s an important one.

So, whether your chief aims in retirement involve enabling better life choices for yourself or others, advancing a cherished cause, or something else, the key is to know your “why.” When you connect that to your retirement strategy, you build the foundation for a more meaningful, richer retirement experience.

At Mathis Wealth Management, we take a 360-degree approach to financial planning. That means that we consider much more than the balances in our clients’ accounts; we also consider their goals, dreams, and aspirations. This enables us to put clients’ interests foremost in everything we do. To get to know us better, visit our website and read our article, “Your Investment Philosophy and Your Strategies for Success.”

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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.

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 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.

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 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 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 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

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 Danielle M. Lemuz

Danielle M. Lemuz is the Operations Manager at Mathis Wealth Management’s Ventura office. With a career spanning 19 years in the financial services industry, Danielle oversees the daily operations of the office, managing tasks such as client account maintenance, opening new accounts, and handling service requests.

Certified with Series 7, 63, and Insurance licenses, Danielle brings a wealth of expertise to her role, with a particular focus on follow-up processes. She takes pride in her client relationships, especially in the insurance sector, where she values forming connections through developing a deeper understanding. Driven by humility, respect, and honesty, Danielle believes in a team’s collective effort to drive a business’s success.

Danielle finds joy in watching her children play basketball. She is an outdoor activity, sunshine enthusiast, and self-professed coffee and country music lover.

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®