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Terry Mathias Headshot

According to the National Center for Women and Retirement Research, 9 out of 10 women will be solely responsible for their own finances at some point in their lives. Are you prepared?

Being a woman in today’s world can be both challenging and exciting, especially when it comes to your protection and retirement needs. Fortunately, you don’t have to handle it alone. You can have a financial professional by your side to help. Guided by my practice’s knowledge, experience and integrity, we’ll focus on what matters most—you! We’ll evaluate your financial situation, assess the current economic landscape, and recommend a strategy that can help you achieve your lifestyle and dreams for the future. Let us help you get started.



Terry Mathias is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CO, NC, OH, VA, and WV. No insurance business may be conducted outside the states referenced.

Terry Mathias is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 231 Capitol St Ste 321, Charleston, WV, 25301, 304-741-0045. In this regard, this communication is strictly intended for individuals residing in the states of FL, NC, OH, PA, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

CAPITAL FINANCIAL SOLUTIONS LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither CAPITAL FINANCIAL SOLUTIONS LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.