Services
At Your Family Matters provides comprehensive and personalized financial solutions to meet your unique needs. Our team of experienced professionals can help you achieve financial success and security through a range of expert services.
Financial Planning
Investments, Savings & Retirement
Our financial planning services can help you navigate life’s financial complexities with confidence. We create customized financial plans that align with your long-term goals. Thereby, ensuring that your investments, savings, and retirement plans are tailored to your unique needs. Whether you’re planning for the future or managing your current finances, our expert advisors are here to guide you every step of the way.
Legal Services
Will, Trust & Estate Planning
Protecting your assets and ensuring your wishes are honored is essential. At Your Family Matters, our legal experts assist in drafting and managing essential estate planning documents, including wills, trusts, and powers of attorney. We partner with Trust and Will to make the process of estate planning and settlement as simple and straightforward as possible. Our goal is to provide you with peace of mind, knowing that your estate plans are properly executed.
Accounting/Tax Services
Tax Preparation Services (Personal and Small Business), Debt and Budget Management, Bookkeeping
Managing your finances effectively is crucial for both personal and business success. Our comprehensive accounting and tax preparation services are perfect to help you maintain accurate financial records. Also, we will help reduce tax liabilities and enhance your financial health. We offer tax preparation services for both personal and small business needs, debt and budget management, and bookkeeping services. Our experts will ensure your financial records are accurate and compliant.
Insurance
Life Insurance, Annuities, Long-Term Care, & Disability Insurance
You trust us with all your financial needs, and you can also trust us to protect the people who matter most in your life. Our life insurance services offer a range of insurance products that offer financial security and peace of mind. Try our “quote and apply” features to easily compare quotes from several companies at once. We are licensed in TN, MO, MS, AR, and AL. Thus, ensuring you have access to the best insurance options available.