WELCOME TO

READY OR NOT RETIREMENT

Caleb Moore
Investor Coach – Pueblo
How has your career with the Government prepared you for the rest of your life? If your experience is like mine, you have received very little in the way of coaching you through anything but the paperwork portion of your retirement. How to trigger your pension and your three or four options of payout are about all you will get. What about the rest of your question? What do I do with my 401K? How do I move that without increasing my tax basis? What about health insurance? Will I still get social security and Medicare? All of these and many you haven’t even thought of, need to be answered before you dance out of that facility on your last day! That’s where I come in. After spending 20 years working for The Colorado Dept. of Corrections, I have learned the answers to all of these questions the hard way. Since I left the Department, I have dedicated my life to helping people get the most from the system they spent their working lives supporting. Give me a few minutes to answer your questions and let’s see if you are on track for the rest of your life.

WE HAVE PUT TOGETHER

4 quick video modules for you to go through before deciding to schedule a call with me.
Module 1
What qualifies me to speak to you on this topic?
Module 2
What do I see State and Federal Employees struggle with most often?
Module 3
Why is this important?
Module 4
What does a call with me look like, and what questions should I ask?

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Colorado Springs: 2139 Chuckwagon Rd., Ste. 200
Colorado Springs, CO 80919

Pueblo: 540 E Abriendo, Suite B Pueblo, CO 81004
Denver: 56 Inverness Dr E Suite# 280 Englewood, CO 80112
Colorado • Texas • California • Florida • Arizona • Oregon
Colorado Springs: 719.434.3939 • Denver: 303.225.0328
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Services offered by Mathies Financial Partners, a Colorado registered investment advisor that provides advisory services and is licensed to provide insurance products.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.