Your Family Matters, LLP is a investment adviser firm located in Cordova, Tennessee, offering a holistic approach to family financial planning. Its services include financial planning, estate planning, accounting and tax preparation, life insurance and annuities, and debt management.
The firm serves clients in the Memphis area and surrounding states.
Registered investment adviser firm in Cordova, Tennessee
Fiduciary financial planning firm offering holistic family financial solutions
Licensed to serve clients in Tennessee, Missouri, Mississippi, Arkansas, and Alabama
Services include estate planning, tax preparation, life insurance, and investment management
Serves Memphis, TN, Demographic Marketing Areas and surrounding states
Services
Financial Planning
Customized plans aligning long-term goals with investments, savings, and retirement strategies.
Estate Planning
Legal services for drafting and managing wills, trusts, powers of attorney, and medical directives.
Tax Preparation and Bookkeeping
Tax planning and preparation for personal and small business clients, plus bookkeeping and debt management.
Life Insurance and Annuities
Insurance products providing financial security and peace of mind for clients and their families.
Debt Management
Strategies to assess, prioritize, and reduce debt while maintaining control over finances.
Personal Budgeting
Creating realistic, manageable budgets that align income and expenses with financial goals.
Reviews
Rating
5
★★★★★
Reviews
8
"Excellent service"
Frequently Asked Questions
Does the firm provide financial planning for small business owners in the Memphis area? +
Yes, it helps local business owners in Bartlett, TN, and Collierville, TN, integrate business success with personal wealth through tax-efficient bookkeeping, succession planning, and asset protection.
Can the firm help with college savings plans like the 529? +
Yes, education planning is a core component of its holistic approach, helping families evaluate tax-advantaged accounts for higher education without compromising retirement security.
What happens to a client's financial plan if they move out of the Memphis area? +
The plan is designed to be mobile and adaptable, using secure digital tools and virtual consultations to serve clients wherever they relocate.
5.0
