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Our Values

As financial planning professionals, some people might conclude that we are in the “business of money,” and that money is the focus of our business. Although we do help people make smart choices with their money, we’re really in the “business of life.” At Mathis Wealth Management you are the focus of our business!

There are few things in life that don’t involve money in some fashion. Of course the obvious include retirement, education, travel, entertainment, philanthropy, health and even personal relationships.  Beyond these, we work to inspire you to live your life with purpose and on purpose. We will strive to help you make educated, and informed financial decisions based upon what you value most in life.