Specialties
About Me
I’m a CERTIFIED FINANCIAL PLANNER® professional who helps faithful savers turn decades of diligence into a purposeful, confident retirement.
Since entering the profession in 2022 — and earning my CFP® marks in June 2024 — I’ve guided clients in crafting clear retirement plans, reducing unnecessary taxes, and aligning their resources with their values. My passion is serving Christians who want to retire wisely and live generously, using their finances to support family, community, and Kingdom work. At American Financial Planning, Inc., I provide personalized strategies that bring clarity, stewardship, and peace of mind to every stage of retirement.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP®, TPCP®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Jon Matlock provides financial planning and investment advisory services through American Financial Planning, Inc., a fee-only Registered Investment Advisory firm in Virginia. Being fee-only means we’re paid directly by our clients and never earn commissions from selling financial products. Our services include investment management, retirement and financial planning, and tax preparation. Fees are tailored to your needs and may be based on a percentage of assets we manage, a flat rate for planning, hourly or project fees, or an ongoing retainer for continuous guidance.