Mathis Public Safety Retirement

Mathis Public Safety Retirement is built on a foundation of trust, transparency, and accountability. As fiduciary financial advisors, we are dedicated to putting your interests first, providing guidance that is in your best interest.

Accountability is key to our process; we work closely with your other trusted advisors, like your CPA or attorney, to deliver the best possible outcomes for you. At Mathis, your trust is our greatest priority.

How We Work - Mathis Public Safety Retirement Learn about our fiduciary duty and our three foundational principles — trust, transparency, and accountability.

Transitioning away from active duty is an important milestone, and deciding when to draw from your deferred compensation is a critical aspect of your financial strategy. At Mathis Wealth Management, our hands-on services include tax planning, income forecasting, and investment management, all tailored to your unique situation. Reach out to our team to discover the best timing and strategies for your deferred compensation.

Deferred Compensation - Mathis Public Safety Retirement Deferred Compensation We help you understand the incentives and tax implications of deferred compensation plans. LEARN MORE LEARN MORE Planning for Today – and Tomorrow When the Right Time Is Later Just because you’re leaving active duty doesn’t mean you’re ready to start drawing from your d...

Each and every spouse of a firefighter knows firsthand the sacrifices and challenges that accompany this remarkable profession. As retirement draws near, it’s crucial to address both the financial aspects and the emotional transitions ahead. Here’s what you should keep in mind regarding your mate’s retirement:

Firefighter’s Spouse: What You Need to Know about Your Mate’s Retirement - Mathis Public Safety Retirement We take a look at the things you and your spouse need to consider as you both begin planning for retirement from active firefighter duty.

Mathis Wealth is excited to team up with Phoenix firefighters for a heartwarming Christmas in July initiative! Together, we're supporting the 493 Firefighter Foundation's "Firefighter Christmas" program, which brings holiday cheer to local children in need.

Your generous donation, no matter the size, can make a real difference. The program treats children to a memorable shopping spree at Target, alongside their firefighting heroes!

Join us in spreading the holiday spirit this summer. Donate to the cause at the GoFundMe page here: https://bit.ly/3zKs98F

Mathis Wealth is thrilled to be a part of Christmas in July, partnering with Phoenix firefighters to bring joy to local children in need during the holidays. Your generous donation to the nonprofit 493 Firefighter Foundation’s “Firefighter Christmas” program can make a difference in the lives of community children.

Firefighter Christmas helps families facing challenges have a memorable and joyful holiday season by inviting children on a fun Target shopping spree with area firefighters.

Please join us in supporting this heartwarming cause—donations of any amount are much appreciated and help us spread the festive joy. Donate at the GoFundMe page here: https://bit.ly/3zKs98F