About Our Firm

Our Mission

We are a top provider of retirement and insurance planning solutions to families, business owners, medical professionals, corporate executives, and retirees. We are known for giving our clients a good listening to. We spend time working with our clients and their families to get to know each unique situation. We then take the time to interview the client’s advisors to get answers to questions raised during the client interview and gain a sense of the advisor relationship. Finally we research and analyze all client documents so we can give a clear assessment of the client’s current position. 

Mathas Financial Group is one of the foremost providers of life insurance solutions in Hampton Roads including “hard to place” cases. We strive to provide concierge style service for our clients.  Our core values are technical competence, over-the-top service, inter-generational trust building and a devotion to client concerns.

Company Strengths

Mathas Financial Group is dedicated to:

  • Finding, building and maintaining client relationships
  • Meeting with clients, client advisors and referral sources
  • Building relationships with clients' attorneys, accountants and other financial professionals
  • Facilitating the underwriting of complex insurance and financial contracts
  • Following up with clients via annual reviews, quarterly reports, and other client meetings
  • Providing high touch concierge level client service detailed staff reports, over-the-top staff service, face-to-face client meetings and meetings
  • Networking with professionals in other disciplines

Client Profile

Our clients typically prioritize income tax reduction, guaranteed retirement income, legacy planning, investment portfolio management, executive benefits, and business continuity strategies as main objectives for themselves and their families. 

They are predisposed to working with and valuing the services provided by professionals.  Our clients value the advice given to them by the professionals they hire in the areas of law, accounting and financial services. 

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