VALUES BASED FINANCIAL PLANNING     

Link To Outside Entity Disclosure

Mathis Financial web site contains links to third-party company web sites. By selecting a third-party link, you will be leaving our web site and launching a new browser window that will take you to a non Mathis Financial web site. Mathis Financial and United Planners Financial Services of America is not affiliated with any of the third-party web sites. We are only providing these links to the third party web sites for your information; they 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. The decision to use these web sites i exclusively yours.

The third parties are solely responsible for the information and services available through their their web sites. Neither Mathis Financial nor United Planners Financial Services of America has reviewed the content of, and is not responsible for, the information or the results of the third-party web sites. Your use of the third-party web sites will be governed by the third parties. Mathis Financial and United Planners are not responsible for any technical issues resulting from your use of these third party web sites.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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.