Jon Matlock, Financial Planner

Jon Matlock, Financial Planner Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Jon Matlock, Financial Planner, Financial planner, 541 Luck Avenue SW, Ste 304, Roanoke, VA.

I help individuals and couples prepare for retirement, reduce taxes, and live generously | CERTIFIED FINANCIAL PLANNER® professional | Tax Planning Certified Professional®

01/22/2026

If you live in Virginia, HB900 and HB978 could hit your wallet harder than you think.

01/21/2026

I am astounded at the proposed legislation in Richmond. Now, none of this has passed as of yet. But to think that so many who ran their campaigns on “affordability” have proposed legislation to dramatically increase taxes in multiple areas is incredibly worrisome. In the coming days, I’ll be making a few videos addressing some of the proposed bills and what they could mean for you.

12/22/2025

As Christmas arrives, we’re reflecting on the words of Isaiah 9:6 — “For unto us a child is born, unto us a son is given…” ✨

This season reminds us of the hope, peace, and joy that entered the world with the birth of Christ. It’s a time to give thanks for the light He brings. No matter how you're celebrating the season, we invite you to join us in reflecting on the true meaning of Christmas.

Please note that our office is closed December 22nd through December 26th as we celebrate with our loved ones.

Wishing you and your family a very Merry Christmas filled with the peace of the season.

12/21/2025

Hey friends, for those of you who follow my Instagram account there is a fake account posing as me and sending messages. I NEVER solicit people through Messenger. If you’re on Instagram and have received such a solicitation, please report the profile as fake.

My real account is .
The fake account is .money.

12/02/2025

📢 Exciting Professional Update!

I’m honored to share that I’ve officially earned the Tax Planning Certified Professional® (TPCP®) designation.

This advanced credential equips me to provide deeper guidance on tax planning — an area that is especially important for clients as they transition into and through retirement. With this designation, I can better help families:

Minimize unnecessary tax burdens

Create more efficient retirement income strategies

Align their financial, giving, and legacy goals with tax-smart solutions

At American Financial Planning, Inc., we believe comprehensive planning includes not only managing investments but also helping clients keep more of what they’ve worked so hard to earn. The TPCP® designation is one more way we are committed to serving with excellence.

👉 If you’d like to learn how thoughtful tax planning can strengthen your retirement strategy, I’d be happy to connect.

10/27/2025

Got private company stock? Learn how NUA rules could affect you! 📊

10/25/2025

Retiring with company stock in your 401(k)? NUA can slash your taxes!

10/24/2025

Here are 3 times choosing NUA over a traditional 401(k) rollover could save you thousands in taxes 💰

Address

541 Luck Avenue SW, Ste 304
Roanoke, VA
24016

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15409041670

Website

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