Client Invitation

Your Complimentary Financial Review

Schedule a complimentary financial review with Roy Matlock Jr. Advisory, Fiduciary Wealth Advisor at Roy Matlock Jr. Advisory.

As a valued client, you’re invited to schedule a complimentary financial review with a fiduciary advisor, Fiduciary Wealth Advisor at Roy Matlock Jr. Advisory.

This review is designed to help you gain clarity around your retirement, investments, insurance, and long-term financial goals — with no obligation.

Schedule My Financial Review Email Advisor

615-861-1671 • [email protected] Virtual appointments available nationwide

Meet Your Advisor

Personal guidance for the financial decisions that matter most.

Your advisor is a fiduciary financial advisor serving clients through Roy Matlock Jr. Advisory. This complimentary review is designed to help you better understand your retirement planning, investment strategy, insurance planning, and the next steps that may help you move forward with confidence.

What We’ll Review

A clear look at your financial picture.

Your complimentary review can help identify opportunities, gaps, and next steps across several important areas of your financial life.

Retirement Readiness

Income planning, retirement timing, savings progress, and long-term goals.

401(k), IRA & Roth IRA

Review current retirement accounts, rollover opportunities, and tax-aware savings options.

Investment Review

Discuss your portfolio, risk level, diversification, and alignment with your goals.

Tax-Efficient Strategies

Explore planning ideas that may help you think more strategically about taxes.

Insurance & Long-Term Care

Review protection strategies for life insurance, long-term care, and family needs.

Estate & Legacy Planning

Discuss beneficiaries, legacy goals, and coordination points for your overall plan.

Why Clients Work With Us

Fiduciary, client-first guidance.

A financial review should leave you feeling more informed, not more overwhelmed. Our approach is personal, educational, and focused on helping you understand your options before making important decisions.

✓

Personalized and education-focused planning

✓

Access to comprehensive financial solutions

✓

Support for retirees, families, and widows navigating major life transitions

Schedule Your Review

Choose a time that works best for you.

Complete the short form and our team’s team will help coordinate the next step. There’s no obligation — the goal is simply to help you gain clarity and confidence about your financial future.

Roy Matlock Jr. Advisory Fiduciary Wealth Advisor

615-861-1671 [email protected]

Virtual appointments available nationwide

This field is hidden when viewing the form

Advisor ID

this member ID would be the advisor who business it being referred to. memcid (stp infusionsoft)

This field is hidden when viewing the form

Adv FirstName

This field is hidden when viewing the form

Adv LastName

This field is hidden when viewing the form

Member Username

This field is hidden when viewing the form

Member Email

This field is hidden when viewing the form

Contact Type

This field is hidden when viewing the form

SalesTeamPro Member

This field is hidden when viewing the form

AdvEmail

This field is hidden when viewing the form

AdvScheduling Link

This field is hidden when viewing the form

Adv Solution

This field is hidden when viewing the form

Adv Name Full

This field is hidden when viewing the form

Adv Cell Phone

This field is hidden when viewing the form

AdvEmailSTPUsername

This field is hidden when viewing the form

Agent Signature

This field is hidden when viewing the form

Company Disclosure

Investment Advisory services offered through PKS Advisory Services, LLC, DBA RMJ Advisory, an SEC Registered Investment Advisory firm. Headquartered at 80 State Street, Albany, NY 12207. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. This message contains confidential information and is intended for the recipient. If you are not the intended recipient you are notified that disclosing, copying, distributing or taking any action in reliance on the contents of this information is strictly prohibited. Email transmission cannot be certified to be secure or error-free as information could be intercepted, corrupted, lost, destroyed, arrive late or incomplete, or contain viruses. The sender therefore does not accept liability for any errors or omissions in the contents of this message, which arise as a result of any email transmission sent or received. If verification is required, please request a hard-copy version.

This field is hidden when viewing the form

RefMember

this is the referring agent's Rep ID that comes from the RMJ Advisory Rep sheet. Technically, this could probably come off the STP sheet as well as long as they are STP members. The issue is, Roy didn't want Lamplight agents to be STP members.

This field is hidden when viewing the form

RefMemberFullName

This field is hidden when viewing the form

RefMemberEmail

Complimentary Financial Review

Complete this short form to schedule a complimentary financial review with Roy Matlock.

Prefer to schedule directly? Open Roy's booking calendar

Name(Required)

First Last

Email(Required)

Phone

This field is hidden when viewing the form

SimpleDate