About Us
Your Family Matters is a Registered Investment Adviser (RIA) Firm located in Cordova, Tennessee. As part of our fiduciary responsibilities, we offer our clients a holistic approach to family financial planning. Our core business principles are driven by our desire to ensure each client has a plan for their financial and legal success today, tomorrow, and into the next generation.
Who We Are - Your Dependable Financial Advisers
At YFM, we pride ourselves on being a reputable fiduciary financial planning firm dedicated to providing comprehensive and personalized financial solutions. Our services include, but not limited to:
- Financial Planning
- Legal Services – Trust, Will, Power of Attorney, & Estate PlanningÂ
- Life Insurance & Annuities
- Accounting – Tax Preparation, and Bookkeeping
For our members, we offer these services and subscriptions at discounted rates. Non-members can also benefit from our highly competitive rates.
Our Mission and Vision
Mission:
- To provide holistic financial planning that ensures our clients’ financial and legal success.
- To build lasting relationships based on trust, transparency, and a shared commitment to financial well-being.
Vision:
- To be the leading fiduciary financial planning firm known for our dedication to client success.
- To empower families to achieve financial security and prosperity for generations to come.
Our Team - Knowledgeable Financial Advisers
Our team of experienced professionals and financial adviser is committed to guiding you through every step of your financial journey. With expertise in various financial disciplines, we ensure that your personal and family financial planning goals are met with precision and care.
Why Choose Us for Your Financial Planning?
Holistic Approach: We offer a comprehensive range of services that cover all aspects of financial planning.
Experienced Professionals: Our team consists of seasoned experts and financial adviser dedicated to your financial success.
Personalized Solutions: We also tailor our services to meet the unique needs of each client.
Competitive Rates: We also provide exceptional value with discounted rates for members and competitive rates for non-members.
Commitment to Excellence: Our core principles drive us to deliver the highest quality of service and support.
Contact Us Today
Ready to take control of your financial future? Contact us today to learn more about how we can help you achieve your financial goals. You can check out our discounted rates here.