A message from Brian Mathis, CFP®
I collaborate with my clients to offer customized strategies to help them achieve their financial goals. From a widow who is courageously facing the next chapter of life, to an entrepreneur whose long hours and risk-taking have finally paid off. From an executive who wants to help ease the burden of beloved heirs, to a business owner who wants to help employees prepare for retirement.
I may not be for everyone, but I could be for you. Let’s start a conversation.
Brian Mathis is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin.
Brian is licensed to offer insurance and annuity products to residents in Arizona, Delaware, Florida, Georgia, Idaho, Illinois, Massachusetts, New Jersey, North Carolina, Oregon, South Carolina, Tennessee, Texas, Virginia, Vermont, and Wisconsin.