Mathies Financial Partners

Mathies Financial Partners We focus on what matters most to you, including your savings, your passions, and your life.

We create personalized financial strategies using our MYFIT approach, focusing on Money, You, Family, Income, and Taxes to help you achieve your American Dream with confidence and clarity. At Mathies Financial Partners, our mission is to help you achieve your American Dream through personalized financial strategies that put your money, family, income, and taxes (our MYFIT formula) at the center of

your plan. Every strategy we create is tailored to your goals and not a one-size-fits-all solution. Beyond financial planning, we are committed to building lasting relationships grounded in trust, guidance, and understanding. With decades of experience, we help clients navigate every aspect of long-term financial wellness, including:
✔️ Customized Retirement Planning
✔️ Tax-Efficient Solutions
✔️ Investment & Risk Management
✔️ Legacy & Estate Strategies
✔️ Income & Cash Flow Planning

Whether your dream is providing your family with the lifestyle they deserve or pursuing a passion project that brings you joy, we are here to help you get there. When you work with us, you are family and your financial future is our mission.

Fifteen years is more than a milestone... it's a reflection of the relationships built and the commitment shown along th...
09/01/2026

Fifteen years is more than a milestone... it's a reflection of the relationships built and the commitment shown along the way. 🤝

Today we're celebrating Steve Foltz and thanking him for 15 years of serving families with integrity and a genuine desire to help others move toward financial peace of mind.

👏 Congratulations, Steve! We're grateful you're part of the Mathies Financial Partners family.

08/31/2026

The financial landscape is always changing.

Policies evolve. Tax rules change. New ideas become new realities.

🔍 That's why understanding the rules can be just as important as understanding your investments.

If you'd like to have a conversation about how today's environment could impact your financial plan, give our team a call at 719-434-3939.

The countdown is almost over... 🏈Preseason is wrapping up, the jerseys are coming out, the hype is building, and Sundays...
08/28/2026

The countdown is almost over... 🏈

Preseason is wrapping up, the jerseys are coming out, the hype is building, and Sundays are about to get a lot more orange around Colorado. We know the Mathies family is ready to yell for the Broncos. 🧡💙

Who is is ready is ready for football season?

08/26/2026

Nobody likes surprises when it comes to taxes. 😨

The challenge is that many people spend decades building retirement savings without thinking much about how they'll eventually access those dollars.

More options today can mean more flexibility later.

If you'd like to learn more about strategies that may help create greater tax flexibility in retirement, let's talk.

👉 Comment 'DISCOVER' below and we'll send you the link.

08/24/2026

People naturally want certainty.

It's why headlines that claim to know where the market is headed get so much attention. 👀

The challenge is that markets don't come with a forecast.

Rather than trying to guess every twist and turn, a thoughtful investment strategy is built to navigate them over time.💡

That's an important distinction, and one that's easy to overlook.

Summer always seems to fly by...As August winds down, we hope you've had the chance to make a few great memories of your...
08/21/2026

Summer always seems to fly by...

As August winds down, we hope you've had the chance to make a few great memories of your own. And if not, there's still plenty of beautiful weather left to get outside and enjoy it.

From the Mathies family to yours, have a wonderful weekend and make the most of these last weeks of summer! ☀️

08/19/2026

Most of us spent years learning how to earn a paycheck.

Very few of us were taught what happens after the paychecks stop. 🤷

Questions about taxes, healthcare costs, inflation, and retirement income often don't show up until retirement is right around the corner. That's why having the right information can make such a difference.

🎙 Jeff dives into this topic on the latest episode of Cowboys & Cufflinks. Comment DISCOVER below, and we'll send you the episode.

08/17/2026

💰🎤 Money Mic Drop

A retirement account balance is just the starting point.

What really matters is having a plan for how that money can support the life you want to live over time.

That's a conversation worth having long before retirement arrives.

The Mathies' family dog Milton understood the assignment. 😎Fresh summer mohawk.Big smile.Weekend mode: activated.Happy F...
08/14/2026

The Mathies' family dog Milton understood the assignment. 😎

Fresh summer mohawk.
Big smile.
Weekend mode: activated.

Happy Friday from everyone at Mathies Financial Partners! We hope you have an amazing weekend. 🐾

08/12/2026

Driving past a cemetery, Cooper said something that stopped me in my tracks. He looked out the window and said, "That’s a lot of dead people… you can’t beat death." And he’s right. It’s the one thing we all know is coming, yet very few people are actually prepared for it.

Nobody wants to think about their own mortality, but waiting until it’s staring you in the face is often too late. Getting your plan in place doesn't need to be complicated.

Planning for the inevitable is one of the greatest gifts you can leave your family.

Address

2139 Chuckwagon Road, Ste 200
Colorado Springs, CO
80919

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 12pm

Website

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