> Disclosure


Margery Mattox is a fee based Certified Financial Planner practitioner and financial management consultant.   As a licensed insurance agent a commission is received, No transactions are made in the stock market, nor are assets under managemnt or securities commissions accepted.   Ms. Mattox does business in her own right and as FINANCIAL AFFAIRS MANAGEMENT company.

This web site contains material prepared under the supervision of FINANCIAL AFFAIRS MANAGEMENT (FAM) to provide information about the services offered.

The information is of general interest about a variety of financial issues and is not intended as investment advice. Advice appropriate for you will depend upon your particular circumstances.

  • Personalized financial services are rendered for a fee under contract in consultation or on a retainer basis. 
  • We do not endorse, sponsor or recommend third party information, products or services on our web site or through a link or reference to another site. 
  • You are not granted a license under any copyright, trademark, patent or other intellectual property right retained by FAM. You may not create framed  links to our web site without permission.
  • This web site is operated by a service provider in the State of Ohio, USA. We make no representation that information found at our sites are appropriate or available for use in other locations. You are responsible for compliance with local laws if you access our sites from other locations.
  • Our privacy statement and business brochure are available and provided to our clients.

Your privacy, our professional ethics, and the abiliiy to provide you with quality financial management and planning are very important to us. 

Please call if you have any questions (513-651-3265).