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retired woman with her pet

Your Retirement and Your Pets:
Are You Ready? Are They?

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We are approaching National K9 Veterans Day: March 13, 2022 marks the 80th anniversary of the founding of the US Army K-9 Corps in 1942. At that time, US Secretary of War Robert P. Patterson gave official approval to the program, initially established to train and provide sentry dogs for military supply posts. Since then, thousands of canines have provided faithful service to US military operations around the world, serving with distinction and bravery from the battlefields of Europe to the most recent conflicts in Iran and Afghanistan.

Without question, our animal companions occupy a central place in our lives and affections. Whether canine, feline, or some other species, our pets give us enjoyment, provide companionship and amusement, and sometimes even offer greater security in our homes (haven’t you heard about or experienced instances where a dog’s keen hearing or sense of smell alerted its owners to an intruder or even a fire?)

Not only that, but research suggests that, particularly for those of us in or near retirement, owning a pet can actually keep you in better health. For example, a University of Missouri study concluded that retired dog owners who spent quality time with their four-footed pals tended to be more physically active (read: “it’s time for our walk”), which led to lower body mass indexes and less frequent doctor visits. And just about anyone who has ever enjoyed the unconditional love of a pooch or even the (sometimes conditional) soothing purr from a cat knows about the psychological and emotional benefits that pet ownership can provide.

But for pet owners, it’s worth giving some forethought to the implications of how your pet and your retirement lifestyle mix—or don’t. Especially for those whose plans include increased travel, a vacation home for the winter, or other activities that take them away from home for extended periods, careful consideration should be given to how Bowser or Mittens will adjust to the change. If it’s impractical to take them with you, will they do well if boarded? Or are they so attached to you and their regular surroundings that your extended absence will create stress and potential health problems? Especially for older pets, heightened levels of anxiety around changes in the routine can cause symptoms ranging from destructive behavior to loss of bowel and bladder control.

And don’t forget the vet bills. After all, you aren’t the only one who gets ill from time to time, and your pup can’t qualify for Medicare. Especially for older animals that may require more frequent attention, the expenses can be considerable; is your retirement budget up to the task?

Speaking of health, who would be available to take care of your pet in the event that you need an extended hospital stay or are otherwise unable to tend to the animal’s needs? For many such situations, a family member who lives nearby can probably be depended upon to make sure that the pets are properly cared for, but if that isn’t possible in your situation, can you pay for a pet-sitter or a boarding facility?

At Mathis Wealth Management, one of our most important jobs is to make sure our clients are seeing the whole picture as they prepare for retirement and other important life transitions. Our online “Resources and Tools” can provide a quick, easy way to start getting a handle on your retirement planning.

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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.

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.

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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®