A Financial Plan To End
Your Fears and Worries About Money.

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Personal Financial Strategy

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Life Special Events

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Family Budget and Goals

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Retirement Planning

Facing Reality With a Plan...

Financial setbacks inevitably happen, and if you find yourself dealing with a layoff, high medical expenses, legal fees, student loans, or any other setback, there are some steps you should take to get back on track faster.

Sound Familiar?

• I’m worried about retiring.
• I’m confused as to when to take my social security.
• I’m unsure about my 401k choices.
• I’m concerned about what the stock market might do.
• I’m not sure if I ever will get out of debt.
• I would like to have a budget that works and is easy to stay on so I can sleep soundly, without financial stress. If any of the above resonate with you, it’s time to meet with a financial rep.

Getting on the right financial plan can change the trajectory of your future dramatically.

Whether you’re dealing with a setback or just want to make sure you’re prepared for possible future setbacks, we can help. We’ll guide you on a path to financial preparedness and success.

Did You Know?

According to a recent study by the National Endowment for Financial Education, 96% of Americans, by age 70, experience four or more major life events, including layoffs, illnesses or divorce — which cause their incomes to drop by 10% or more. Six in 10 workers go a full year or more without earnings at least once. Are you prepared for a major life event?

Our Services...

Roy Matlock Jr. & Associates offers advise and guidance with the personal attention and knowledge that only a 35 year professional can provide. Every decision we make is based on the best interest of our clients, without regard to compensation. We offer no pressure, free advise, so you walk away feeling confident that we care and you’re in good hands.
  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Life Transitions
  • Student Loan & Debt Repayment Advice
  • Career Growth & Advancement Guidance