EMAIL

ContactUs@mathiswealth.com

Location and Address

7210 N 16th St, Phoenix, AZ 85020

Phone Number

(602) 393-0501

Mathis Public Safety Retirement
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Mathis Public Safety Retirement

Category: Public Safety

Putting Your Affairs in Order: A Checklist for First Responders

First responders checklist

Let’s face it: You work in a job that requires you to face life-threatening risks. While you should never lose confidence in the life-saving value of your training, your equipment, or your comrades, we all know that the unexpected can happen, often with the worst consequences. But there are some concrete steps you can take […]

A Life of Service: Firefighter to Financial Advisor

firefighter to financial advisor

By Phil Adams, Mathis Wealth Investment Advisor Representative Sometimes, people I meet during my work as a financial advisor learn that I am a retired firefighter. Often, I get a funny look, followed by the question, “Wow, that’s quite a jump from firefighting. What made you want to go into the financial service business?” I […]

Mathis Wealth Management

ContactUs@mathiswealth.com

7210 N 16th St
Phoenix, AZ 85020

Office: (602) 393-0501
Toll-Free: (800) 817-9406
Fax: (800) 391-6075

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Hours of Operation

Monday 8 am to 5 pm
Tues Day 8 am to 5 pm
Wednesday 8 am to 5 pm
Thursday 8 am to 5 pm
Friday 8 am to 3 pm

Investment products and services available only to residents of AK, AZ, CA, CO, DC, FL, GA, ID, IA, MD, MO, MT, NV, NM, NY, NC, OH, OR, PA, TX, UT, VA, VT, WA and WI. No offers may be made or accepted from any resident outside these states due to various registration requirements regarding investment products and services.

Securities offered through United Planners’ Financial Services, Member FINRA/SIPC.  Advisory Services offered through Mathis Wealth Management, a registered investment advisory firm not affiliated with United Planners Financial Services.

The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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©2023 Mathis Wealth Management. All rights reserved.

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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.

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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.

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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.

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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.

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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.

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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®

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

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.

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.

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.

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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.

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Meet Cameron Mathis

Cameron received his BBA in Finance from Northern Arizona University, where he also completed the certification program in Investments. He holds the CERTIFIED FINANCIAL PLANNER® certification, the Series 65, Series 7, and Series 63 licenses, as well as a Life and Health Insurance License.

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.

CERTIFIED FINANCIAL PLANNER®