Your complete estate planning advisor service TEAM

Our Approach

At Mathis Financial Corporation, we believe in the vision laid out by our Chairman of the Board, Steve Young: "Every day, we strive to make the process of securing health and financial well-being simpler, more beneficial, and ultimately more human. That means connecting service and empathy with technological expertise to develop products that truly take care of consumers."

Safe, Secure, and Professional Insurance Solutions

At Mathis Financial Corporation, we are dedicated to providing safe, secure, and professional solutions tailored to meet the unique needs of each client. Our mission is to empower individuals, couples, and families to protect their assets and ensure a seamless transfer of wealth to future generations.

Our Commitment to You:

Professionalism: We understand the importance of handling your estate planning with the utmost care and expertise. Our team is committed to delivering personalized services that reflect your specific circumstances and goals.
Security: Utilizing advanced fiduciary technology, we ensure that your sensitive information and assets are protected.
Efficiency: Our technology-enabled platform guides you through each step of estate planning, streamlining the process to save you time and reduce stress.

MEET THE TEAM

We offer a Range of Services to Meet All Types of Needs

ESTATE PLANNING

Asset Preservation
Tax Mitigation
Risk Mitigation
Business Planning
Wealth Management
Special Needs Trusts
Charitable Trusts

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Annuities

Retirement Income Planning
Fixed Annuities
Fixed Index Annuities
Variable Annuities
Immediate Annuities
Deferred Annuities
Long-Term Care Annuities

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Life Insurance

Final Expense
Indexed Universal Life
Term Life Insurance
Whole Life Insurance
Mortgage Protection
Split Dollar Agreements
Premium Finance

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Financial Advisory
(Integrity Advisory Solutions)

Portfolio Management
Financial Planning
Investing Consulting
Retirement Planning
Tax-Efficient Strategies
Risk Assessment & Management
Debt Reduction & Budgeting

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Medicare

Prescription Drug Coverage
Supplemental Insurance
Medicare Advantage Plans
Hospital Indemnity & Critical Illness Plans
Dental, Vision & Hearing Plans
Special Needs Plans

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OTHER
SERVICES

Cancer, Heart Attack & Stroke coverage
Accidental policies
Long-Term Care
And many more products designed to give you peace of mind.

Core values

We uphold the highest ethical standards, prioritizing honesty, transparency, and accountability in everything we do to build lasting trust with our clients and partners.

We value the trust our clients place in us and are committed to serving with appreciation, respect, and a genuine desire to make a positive impact.

We take full responsibility for our actions, commitments, and results, ensuring transparency, reliability, and excellence in every interaction while always striving for improvement.

We are committed to delivering the highest quality service, continuously improving, and exceeding expectations to ensure the best outcomes for our clients and partners.