Mathies Financial Partners
We focus on what matters most to you, including your savings, your passions, and your life.
We create personalized financial strategies using our MYFIT approach, focusing on Money, You, Family, Income, and Taxes to help you achieve your American Dream with confidence and clarity. At Mathies Financial Partners, our mission is to help you achieve your American Dream through personalized financial strategies that put your money, family, income, and taxes (our MYFIT formula) at the center of
Not everybody navigates life with a clear roadmap. 🧭
Some people are trying to build a future while figuring things out at the same time.
Sometimes a little guidance and encouragement can completely change someone’s direction.
If there are questions around starting a business or taking the next step, reach out and start the conversation.
📞 719-434-3939
06/16/2026
At Mathies Financial Partners, we want you to feel confident and excited about where your financial planning is headed.
If you're wondering whether it's time to adjust your retirement strategy, have questions about your portfolio, or just want a little reassurance that you're moving in the right direction, we're here to help. Our team is always ready to talk through your goals and find the approach that fits your life.
Reach out anytime and let's set up a time to connect.
06/16/2026
Happy Birthday to Luis Castaneda! 🎉
Today we’re celebrating a great husband, dad, and an important part of the Mathies family. Luis keeps plenty busy being a dad to two of Jeff’s grandkids, and we’re thankful for the positivity and energy he brings to those around him.
From all of us at Mathies Financial Partners, wishing you a fantastic year ahead, Luis!
AI can do a lot. 🌐
But asking it to pick investments may be a little out of its wheelhouse.
It can study what already happened, but the future is still the future.
That’s what makes this conversation so important. Technology can be useful, but when it comes to retirement, income, and long-term financial decisions, context matters.
🎙 Catch the full conversation on Cowboys & Cufflinks, available on Spotify, Apple Podcasts, Amazon Music, iHeartRadio, and YouTube.
Life has a funny way of testing people when they least expect it. 💰
Sometimes the decision that feels hardest in the moment ends up shaping the future in ways nobody could predict.
Jeff shares one of those stories, and it’s a reminder that integrity usually pays off long after the moment itself has passed.
Success stories usually skip the exhausting parts.
The late nights. The pressure. The fear of falling behind.
🎙 Jeff shares what life looked like after becoming a father at 16 years old. School during the day. Walmart shifts pushing carts until late at night. Homework after midnight. Then waking up and doing it all over again the next morning.
It’s a powerful reminder that responsibility has a way of changing perspective fast, and sometimes the hardest seasons of life become the foundation for everything that comes after.
06/07/2026
Great teams are built on people who genuinely care, and Tawnie Sheets is a perfect example of that. 🌟
In her role as Client Consultant, she plays an important part in helping clients feel heard and taken care of.
Today is a great opportunity to recognize her and celebrate everything she contributes. Wishing Tawnie a wonderful birthday from our entire team!
At 15 years old, most people are worried about school, sports, or what they’re doing that weekend.
Jeff was trying to figure out how to become a father.
This conversation gets real about responsibility, growing up fast, and the moment life forces someone to decide who they’re going to become moving forward.
It’s an honest conversation about accountability and how difficult moments can become defining moments.
🎧 Check out Cowboys & Cufflinks on Spotify, Apple Podcasts, Amazon Music, and iHeartRadio.
06/03/2026
Some birthdays are a little extra special… especially the tiny ones. 🎀
Ryley is at that fun stage where every day brings something new: new laughs, new steps, and a whole lot of personality.
Today is all about celebrating her and the joy she brings to the family. Wishing Ryley a very Happy Birthday from all of us! 🎉
📈📉 Wall Street talks in quarters. Retirement happens over decades.
That disconnect matters more than most people realize.
Short-term performance can be loud and distracting, but long-term planning is built on consistency, structure, and decisions that hold up over time.
The real question isn’t what happens next quarter… It’s whether the plan still works 10, 20, or 30 years from now. 🌄
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Website
Address
2139 Chuckwagon Road, Ste 200
Colorado Springs, CO
80919
Opening Hours
| Monday | 9am - 4pm |
| Tuesday | 9am - 4pm |
| Wednesday | 9am - 4pm |
| Thursday | 9am - 4pm |
| Friday | 9am - 12pm |