Mathis Public Safety Retirement

09/24/2024

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.

Learn about our fiduciary duty and our three foundational principles — trust, transparency, and accountability.

09/17/2024

First responders, such as law enforcement officers and firefighters, face unique challenges that affect their physical health as well as their mental and emotional well-being. The high levels of stress, trauma, and life-threatening situations associated with their careers can lead to mental health issues like PTSD and depression.

Maintaining mental and emotional health is therefore crucial for first responders. Simple practices like getting enough sleep, eating well, exercising, and taking time to connect with loved ones can make a significant difference.

To learn more about how first responders can support their mental and emotional health, explore available resources, and discover practical tips, read our full blog:

We discuss some things first responders can do to maintain and improve their mental and emotional health, including regular exercise.

09/11/2024

Approaching retirement requires you to consider your finances along with your future lifestyle, goals, and dreams. At Mathis Public Safety Retirement, we specialize in guiding firefighters, law enforcement, and public safety workers through retirement complexities. We keep you informed and prepared as you navigate pensions, benefits, disability, life and health insurance, and even the potential transition to a post-retirement career.

Partner with Mathis Public Safety Retirement and start your journey toward a secure and fulfilling retirement.

Retirement Planning When you’re ready to step off the front line, we’re ready to help. LEARN MORE LEARN MORE MAP YOUR COURSE Planning for the Future As you approach retirement, it’s vital for you to look at your choices—not just financial, but also lifestyle, future plans, goals, dreams, and...

09/04/2024

Many law enforcement officers pride themselves on their ability to stay in control, but when it comes to their finances, some find this area a bit more challenging. A lack of control over personal finances can lead to stress and distraction, which can impact job performance. Our blog dives into three common financial mistakes officers often make and the steps you can take to avoid them.

Read the full blog and discover tips to more effectively manage your finances:

We look at some of the most common unforced financial mistakes that many law enforcement officers make, along with tips on how to get better.

08/28/2024

Experiencing an injury or becoming disabled can be challenging, and it may require time to mentally recover. Once you’re ready, our team is here to assist you. We’ll explore your income options, provide application assistance when needed, and do what we can to help you rebuild your life. Our commitment is to help you maximize your future income stream, giving you the answers you need to make the right choices.

When you are injured or disabled, you need to know the resources you can depend on as you rebuild your life.

08/23/2024

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 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...

08/21/2024

On National Senior Citizens Day, we honor the invaluable contributions and resilience of our senior community.

At Mathis Wealth Management, we recognize that a secure retirement is a product of careful planning and personalized strategies. Our team is committed to helping you navigate the intricacies of retirement planning, empowering you to embrace your golden years with safety, prosperity, and peace of mind.

Join us in celebrating seniors by prioritizing their financial futures today.

08/15/2024

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:

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.

07/31/2024

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

07/29/2024

Just like you rely on proper equipment at work, you need the right protections to face life's uncertainties and safeguard your well-being. That's where Mathis Public Safety Retirement can help. From health care, disability, and life insurance coverage for you and your family to making sure your salary and fringe benefits are up to date, we can provide the guidance you need to obtain the right coverage for you. Contact us today to learn more or schedule an introductory meeting.

Benefit Guidance Get the most out of the benefits you’ve earned. LEARN MORE LEARN MORE PROTECTION FOR YOU AND YOUR FAMILY covered the right way Just as you count on having the right equipment and team to do your job, you should be able to count on having the right protection for your health, life,...

07/24/2024

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

07/23/2024

We’ve put together a page of resources and tools for helping public safety professionals get started on their financial plan. Our free downloads can help you take a snapshot of your current financial situation, and includes a special checklist for first responders. Click for more info:

Resources and Tools Providing you with up-to-date research, news, and specialized information. Providing you with up-to-date research, news, and specialized information. LEARN MORE LEARN MORE Your Financial Toolbox Client Portals Use the links below to securely transfer and store documents in our cl...