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

Personal Financial Strategy

Life Special Events

Family Budget and Goals

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 can take that can help you to get back on track faster.

For as little as $50 per month, You can begin an investment account!

Don’t get caught up in life and reach the age of retirement without plenty of money to live out your life. Our Financial Needs Analysis coupled with a monthly investment of as little as $50 per month could be the difference in happily retired or having to work during your retirement years.

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. Advisory offers advice and guidance with personal attention and knowledge. The recommendations we offer our clients are based on our 35+ years in the financial services industry. Speak with our team for no pressure, professional advice, and 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