Join us at one of our complimentary retirement seminars.

What You'll Learn

Looking to secure your financial future? đź’° Look no further!
Join us for an exclusive workshop and complimentary lunch, dinner, or morning refreshments while we discuss:

  • Expert strategies for structuring your portfolio in today’s market.
  • Tax-savvy tips on passing your wealth to your loved ones.
  • Safeguarding your legacy from probate with an airtight estate plan.
  • Secrets to crafting an income plan that leaves no stone unturned.
  • Optimization hacks to maximize your Social Security benefits.
  • Plus much, much more!

Register here for one of our upcoming Seminars

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Our Team of Advisors You Will Be Working With

Join one of our upcoming Retirement Ready Seminars

Craft Your Dream Retirement: Avoid These 7 Pitfalls

Planning for retirement is exciting, but it can also feel overwhelming. We understand the unique challenges those nearing retirement face. That’s why our dedicated team of financial advisors is passionate about helping you navigate the complexities and avoid the biggest pitfalls, so you can create a fulfilling and secure future.

The 7 Biggest Retirement Planning Traps to Avoid:

  • Taxation: Uncle Sam Can Take a Big Bite Out of Your Savings: Retirement income can be taxed differently. We’ll help you develop a tax-efficient withdrawal plan to minimize your tax burden.
  • Market Risk: Investments Can Go Down, Impacting Your Nest Egg: Your risk tolerance changes as you near retirement. We’ll help you create an investment strategy that prioritizes safety while aiming for growth designed to protect your nest egg from market volatility.
  • Inflation: Rising Costs Can Erode Your Purchasing Power Over Time: Factor in inflation when calculating your retirement needs. We’ll help you find ways to ensure your savings maintain their value in the face of rising costs.
  • Longevity Risk: Living Longer Than Expected Can Deplete Your Resources: Retirement can last 20+ years. We’ll help you plan for a longer lifespan to avoid running out of money.
  • Healthcare: Medical Bills Can Be a Major Expense in Retirement: Healthcare costs can be a major expense. We’ll highlight long-term care options and other potential medical needs to help you keep your savings in-tact.
  • Final Expenses: Don’t Leave Unexpected Costs for Your Loved Ones: Prepare for unexpected costs associated with your passing. We’ll help you plan to cover final expenses in the hopes of offering peace of mind to you and your loved ones.
  • Probate/Transfer of Wealth: Ensure a Smooth Transition for Your Heirs: Avoid unnecessary complexities when passing on your wealth. Estate planning strategies to streamline the probate process for your heirs is an important step.

Our Personalized Approach to Your Success:

At Roy Matlock, Jr. Advisory, we believe in comprehensive financial planning. Our team, led by the industry veteran Roy Matlock, Jr., brings a wealth of knowledge and diverse perspectives to the table. We’ll work closely with you to understand your unique goals, risk tolerance, and financial situation.

Our team is composed of dedicated financial advisors specializing in providing comprehensive financial solutions for individuals near retirement. With a focus on holistic financial planning, we aim to empower our clients to be able to make informed decisions that align with your unique goals and aspirations.

Our endeavor to support clients through their financial journeys is a close collaboration with our team of experts. Our seasoned team brings a diverse range of skills and perspectives to the table. Together, they form a dynamic advisory group committed to delivering personalized and top-notch service to every client they serve.

If you are at or near retirement and seeking expert financial guidance that prioritizes you and your goals, we invite you to register for one of our upcoming seminars. We’d love to have a conversation with you to discuss how you can best be supported on your financial journey and through retirement. Create a roadmap towards financial freedom, peace of mind, and a comfortable future.