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.

Some birthdays are a little extra special… especially the tiny ones. 🎀Ryley is at that fun stage where every day brings ...
06/03/2026

Some birthdays are a little extra special… especially the tiny ones. 🎀

Ryley is at that fun stage where every day brings something new: new laughs, new steps, and a whole lot of personality.

Today is all about celebrating her and the joy she brings to the family. Wishing Ryley a very Happy Birthday from all of us! 🎉

06/01/2026

📈📉 Wall Street talks in quarters. Retirement happens over decades.

That disconnect matters more than most people realize.

Short-term performance can be loud and distracting, but long-term planning is built on consistency, structure, and decisions that hold up over time.

The real question isn’t what happens next quarter… It’s whether the plan still works 10, 20, or 30 years from now. 🌄

🎂 Birthdays are a chance to pause and recognize the people who mean so much to the lives around them.Caleb's better half...
05/28/2026

🎂 Birthdays are a chance to pause and recognize the people who mean so much to the lives around them.

Caleb's better half, Krissy, is someone who has built a life centered around family and love.

Wishing her a wonderful day and a year ahead filled with more great moments. Happy Birthday from our team!

05/25/2026

Memorial Day is a moment to pause and remember the men and women who laid down their lives in service to this country. Behind every name is a story. A family. A future that was given up in the name of duty.

We honor that sacrifice and the freedoms it protects every day. With respect and gratitude, we remember. 🕊

A strong marriage becomes the foundation for everything that follows...Caleb and Krissy have built exactly that. As prou...
05/24/2026

A strong marriage becomes the foundation for everything that follows...

Caleb and Krissy have built exactly that. As proud parents and grandparents, their impact continues to grow, rooted in the life they’ve created together in Pueblo, Colorado.

Wishing them both a very Happy Anniversary from all of us here at Mathies Financial Partners! 🍾

05/22/2026

If everyone follows the same advice… what happens next? 🤷

With AI becoming more common in investing, there’s a growing chance that more people end up in the same places at the same time.

When that happens, markets don’t always behave the way people expect. 📉📈

Opportunities often come from differences: different timing, different perspectives, different strategies. When those differences shrink, things can get a lot more unpredictable.

Hear more on "Cowboys & Cufflinks" on Apple Podcasts, Spotify, iHeartRadio, and Amazon Music.

05/21/2026

The financial world is supposed to help people.

So why do so many families walk away more confused than when they started?

In this week's episode of "Cowboys & Cufflinks", Jeff talks about why so many people feel overwhelmed by retirement planning, how the lack of education creates paralysis, and why doing nothing often becomes the default response.

Sometimes people don’t need more products. They just need clarity.

🤠 Comment 'COWBOYS' below and we'll send you the episode directly.

Work is underway out at the Mathies family farm. 🚜It’s not the kind of work that happens fast. You show up, put in the t...
05/20/2026

Work is underway out at the Mathies family farm. 🚜

It’s not the kind of work that happens fast. You show up, put in the time, and trust that what you’re building will come together down the road.

That mindset carries over.

Whether it’s working the land or financial planning for the future, the goal stays the same: stay consistent and focus on the long term.

Some lessons just translate. 🌾

05/18/2026

😰 People worry about retirement… a lot. And maybe that’s not such a bad thing.

Because it means they understand what’s at stake.

Retirement isn’t just a date on the calendar. It’s a shift in how life is funded and how decisions are made.

The real issue isn’t the concern itself. It’s what’s being done about it.

✍️ When there’s a plan in place, worry tends to turn into clarity.

Armed Forces Day is more than a date on the calendar. It’s a reminder of the commitment it takes to serve something bigg...
05/16/2026

Armed Forces Day is more than a date on the calendar. It’s a reminder of the commitment it takes to serve something bigger than yourself.

Across every branch, service members dedicate their lives to protecting others, often facing challenges most will never fully see or understand.

Today is an opportunity to pause and recognize that commitment. To all who serve and have served: thank you for your dedication and sacrifice.

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

https://calendly.com/jeff-mathies/15-min, https://linktr.ee/jeff.mathies

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