Areas of Expertise
Larry L. Mathis, CFP®
As a registered principal with United Planners Financial Services, here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.
- Comprehensive Financial Planning
A comprehensive financial plan is a systematic approach of integrating all aspects of your financial life for the purpose of improving your financial well being both today and in the future. - Retirement Planning
Retirement planning is more than just saving money for the future. Our goal is to determine the most effective method for the accumulation of wealth for your particular situation. It could include one or more of the following types of retirement planning vehicles: IRA's (Traditional IRA's, ROTH IRA's Simple IRA's, SEP IRA's), Profit Sharing Plans, 401(k) Plans and ESOP's. - Investment Management
When assembling an investment portfolio, our primary objective is meeting your specific financial goals while balancing risk and reward. Too many planners accept unnecessary risk while chasing above average returns. We believe there are more sophisticated and prudent ways to build a portfolio to withstand a complex risk environment while profiting from significant opportunities. - Estate Planning
We will work with your existing estate-planning attorney or help you find the right professional for your particular estate planning needs. In addition we will give you direction as to what estate planning documents are most appropriate for your situation, including wills, trusts and powers of attorney. - Tax Planning
Tax planning is much more than just filing your annual returns and paying your taxes on time. Our goal is to help you reduce your tax burden (within legal guidelines of the IRS code) and to strategically plan with your other advisors the best method(s) of accomplishing this objective. - Insurance
Insurance is one of those products that we all purchase with the hope that we will never need it. Our goal is to help you protect your lifestyle utilizing only the insurance products that you really need at the best economic value. Our planning includes a comprehensive review of all of your current personal and business insurance. We can personally assist you with: Life Insurance, Disability Insurance, Individual and Group Medical Insurance, and Long-Term Care Insurance.
Connect with us
Contact Mathis Financial using the information provided on Contact Us » page. Connect with us on LinkedIn ». You may also call us at at 602.393.0501 or 800.817.9406 .
This information is intended for use only by residents of (AZ, CA, CT, ID, IL, IN, IA, MO, NY, OH, PA, TX, UT, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than Arizona and California.
