Who we Are
At Mathis Financial Corporation, we are committed to providing a holistic suite of services designed to secure your legacy and protect your assets. Recognizing the complexities of estate planning and beyond, our mission is to offer seamless, technology-driven solutions tailored to meet the diverse needs of our clients.
Our Vision
At Mathis Financial Corporation, our vision is simple yet powerful: To create financial freedom and provide expert financial advice to families.
We believe that true financial security isn’t just about wealth—it’s about having control over your future, making informed decisions, and leaving a lasting legacy. Through personalized guidance, innovative solutions, and a deep commitment to our clients, we strive to educate, protect, and empower families from all walks of life. Whether it’s planning for retirement, securing generational wealth, or navigating complex financial decisions, we are here to ensure that every family has the opportunity to achieve financial independence with confidence.
Our Mission
At Mathis Financial Corporation, our mission is to provide quality products in the most efficient way possible, all while fostering a positive environment for both our clients and team members. We are dedicated to offering trusted solutions that meet each client’s unique needs, ensuring that every financial decision is met with care and professionalism. With streamlined processes and innovative technology, Mathis Financial Corp delivers exceptional service without unnecessary delays or complexity. Beyond just offering products, the company strives to create an atmosphere that fosters clarity, confidence, and positivity throughout every step of the financial journey. The goal is not only to meet expectations but to exceed them, providing exceptional value and peace of mind for all.
At Mathis Financial Corporation, we have a entrepreneurial spirit. Since 2013, our agency has been helping over 600 families each month navigate critical financial decisions. From estate planning and life insurance solutions to income strategies and generational wealth transfers, we are committed to ensuring families secure their future with confidence.
What sets us apart? A client-first approach. We’re more than just financial professionals - we are partners in protection, offering personalized solutions tailored to each individual’s unique goals. With expertise in both English and Spanish, we ensure every family has access to the tools and guidance they need to build, protect, and pass down their legacy.
Our Story: A Legacy of Protection and Innovation
Our Values
We know that by staying true to our values, we’ll never lose sight of who we are — and what we stand for. Integrity, Gratitude, Excellence and Accountability.
The Future: Innovating for Tomorrow’s Financial Freedom
Looking ahead, Mathis Financial Corporation, is committed to driving innovation in the financial services industry. As technology continues to shape the way people manage their finances, the company is focused on expanding its digital capabilities to make financial planning even more accessible, personalized, and efficient. The goal is to stay ahead of the curve, integrating cutting-edge insurtech and other advanced solutions that simplify complex financial decisions for families.
As the company continues to grow, it will remain deeply committed to its client-first philosophy, ensuring that every family receives the support they need to thrive, no matter what the future brings.
At Mathis Financial Corp, the future is not just about growth—it’s about creating lasting impacts for families, empowering them to live confidently, plan effectively, and leave behind a legacy that transcends generations.