Are You Looking For Financial Direction?

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FOR A FREE ONE TO ONE CONSULTATION
(931) 372-8023

ABOUT US

This is How We Help People

With objectivity, hospitality, and integrity, we provide financial advice and to a wide range of clients with individualized goals. We aim to protect assets, formulate a growth plan for retirement, and help clients successfully maintain their desired lifestyle through retirement.

We take a team approach and put our minds together to serve our client families.

  • Retirement Planning
  • 401(k) Rollovers
  • Life Insurance
  • Investing

OUR SERVICES

What We Do

INSURANCE

Matlock provides an array of insurance coverage to protect your family, possessions, and assets. Because of our affiliations, we can help with a policy that fits both your lifestyle and your budget.

FINANCIAL PLANNING

Through our affiliation with Slate, Disharoon, Parrish & Associates, LLC we have access to a team of financial advisors and product specialists that will take the time to understand your needs and develop a plan best suited for you and your family.

FINANCIAL PRODUCTS

If you are looking for particular financial products to complete your financial portfolio, we can provide you with a wide selection of choices. We will take the time to go over your options and help you select companies and types of financial products that will work best for your particular needs.

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WELCOME

Meet The Team