At Mathas Financial Group, we work with a large spectrum of clients in various stages of life and business. Below is a sampling of those clients with whom we work most often.
Business Owners
Through Tom's affiliation with The Nautilus Group®, he and the Nautilus team of professionals work with business owner clients to design customized strategies to meet succession, charitable and other business objectives. Whether you are a Fortune 500 company, or a small business, we can help you plan for and meet your financial goals.
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Physicians
Our dedicated team of professionals works with physician clients to develop long-term relationships and to help with all their planning needs. Some of the services we offer for physicians include retirement planning, disability insurance, education planning and charitable planning.
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Dentists
We have experience working with dentists in a variety of situations and stages of life and business. We can help with the challenges of being a business owner and a doctor, as well as insure your family and practice for the future.
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Attorneys
We understand that as an attorney, there is a limit to how much you can earn over time. We also understand that the challenges of practicing law and running your own practice with a team can create restraints on how much planning you can do. We'll work closely with you to help make sure that you, your family, your team, your practice and everything that goes with it is taken care of financially.
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Retired Military
Retired military personnel face unique challenges and opportunities in their financial planning needs. Tom and his team of professionals can help retired service members with their intricate knowledge of the benefits, options and pitfalls you may face as you navigate through your government pension, VA benefits, and disability income.
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Government Contractors
As part of a unique, growing and ever-changing industry, government contractors need unique advice. Our experience allows us to help them with business, tax, retirement, and other financial strategies.
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Pre-Retirees/Retirees
We understand planning for retirement can be challenging. We can provide tailored advice to pre-retirees and retirees to help ensure that they can enjoy their hard-earned retirement without worrying about finances. This includes helping with 401(k)s, health care benefits, and long term insurance plans.
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