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Text Content

Click here to learn more about our financial professionals by visiting FINRA's
BrokerCheck.

903-586-3494

Menu
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IS YOUR FINANCIAL LIFE IN ORDER?

Is your financial life in order?

Learn More


PLAN. LIVE. RELAX.

Plan. Live. Relax. Find out how to feel confident about your money


DON'T FOLLOW YOUR DREAMS . . . CHASE YOUR GOALS

Don't follow your dreams . . . chase your goals


THE ONLY WAY

The only way to make sure things are done your way is to plan it that way

I love helping people take care of their financial life. I want to learn more
about your personal situation, identify your dreams and goals, and understand
your tolerance for risk. Since 1982, I've enjoyed building many long-term
relationships with people that encourages open and honest communication about
their financial life. Call me at (903) 586-3494. Let's talk.

Learn more  Free Click Here For "The Fire Drill"


FINANCIAL MODELS

I create personalized strategies to help solve life's financial puzzles

Learn more


MY HISTORY

Over 30 years of experience helping people through life's transitions

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CORE BELIEFS

What you believe matters

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WHAT ARE YOU LOOKING FOR?

I can help . . . find out how


Learn more


WHAT CAN YOU EXPECT ?


You can expect a plan that will help you relax and feel confident about your
money.

I believe one of the most important decisions you can make is committing to
building a financial plan. While financial planning is a broad subject, I
believe the most important thing you'll ever do is identify your financial blind
spots. These are the things you may doing (or not doing) that's sabotaging your
money and your financial future.

My financial models not only show you how to plan -- but why. My experience over
the last 30 years is this kind of planning will give you confidence. You will
have a plan in place . . . a plan to help you reach your goals and solve life's
financial puzzles.




Learn more






GET IN TOUCH WITH MATT

Name
Email
Address

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CURRENT CLIENTS

You may log-in and check your account(s) as of yesterday's close right here.

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CONTACT

Montgomery Financial Designs

Office: 903-586-3494

1504 East Rusk Street

Jacksonville, TX 75766

matt@matthewmontgomery.com



QUICK LINKS

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Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Matt Montgomery is a Registered Representative (s) of and offers securities
products & services through Osaic Wealth, Inc. Member FINRA/SIPC, a registered
broker-dealer. In this regard, this communication is strictly intended for
individuals residing in the states of Texas, Ohio, and Louisiana. No offers may
be made or accepted from any resident outside the specific state(s) referenced.

Matt Montgomery is also separately registered as an investment adviser
representative under Matthew L. Montgomery, a registered investment advisor,
offering advisory services in the states of Texas, Ohio, and Louisiana. As such,
these services are strictly intended for individuals residing in Texas, Ohio,
and Louisiana.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact
business in a state if first registered, or is excluded or exempt from state
broker-dealer, investment adviser, BD agent or IA rep registration requirements,
as appropriate. Follow-up, individualized responses to persons in a state by
such a firm or individual that involve either effecting or attempting to effect
transactions in securities, or the rendering of personalized investment advice
for compensation, will not be made without first complying with appropriate
registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of
broker-dealer, investment adviser, BD agent, or IA rep, a consumer should
contact his or her state securities law administrator.