DREAM IT. PLAN IT. DO IT.
OUR PURPOSE
We believe in living life to the fullest and creating everlasting memories. Those two experiences are the real riches of retirement. And we want our clients to have an abundance of both. To achieve that, our Matthew James team designs personalized financial strategies for retirees & pre-retirees.
Think of us like the Rob Ross of the financial world – painting a happy little retirement. Just for you. And you deserve to retire happy.
OUR PURPOSE
WE BELIEVE IN LIVING LIFE TO THE FULLEST AND CREATING EVERLASTING MEMORIES…AND CONSIDER THOSE THE REAL RICHES OF RETIREMENT. WE WANT OUR CLIENTS TO HAVE AN ABUNDANCE OF BOTH. TO ACHIEVE THAT, WE DESIGN PERSONALIZED FINANCIAL STRATEGIES FOR THOSE IN OR NEARING RETIREMENT. THINK OF US LIKE THE BOB ROSS OF THE FINANCIAL WORLD – PAINTING A HAPPY LITTLE RETIREMENT. JUST FOR YOU.
+ OUR SOLUTIONS:
LEARN MORE ABOUT EACH SOLUTION:
LEARN MORE ABOUT EACH SOLUTION:
Our advanced tax strategies put your hard-earned tax dollars where they belong, an approach preventing you from paying unnecessary money to the IRS.
It’s time to create a customized plan that will put YOUR money back in YOUR pocket.
Fill our form below to schedule your Tax Analysis:
Our Deferred Tax Strategy™ could help you dramatically decrease or defer capital gains taxes.
Learn more & request your complimentary analysis:
FEATURED ON
“Anything’s possible. It’s about investing the right way, in the right vehicles…and to create tax efficiency for whenever you want to retire. If you can design it, you can get there.”
– John Blanchard
Acadiana’s Retirement Strategist™
“Anything’s possible. It’s about investing the right way, in the right vehicles…and to create tax efficiency for whenever you want to retire. If you can design it, you can get there.”
– John Blanchard, Louisiana’s Retirement Strategist™
In 3 steps, you can have your custom designed retirement strategy that incorporates Retirement Planning, Tax Strategy, Estate Planning, Wealth Management, Long-Term Healthcare, and/or Risk Management.
We’re happy to chat with you on the phone – or schedule a visit so we can meet. We’ll sit down over some coffee and get to know each other to see if we’re a good fit.
DREAM IT.
You tell us your goals and wishes, as well as the importance each one holds. This is when our designing to achieve your dream retirement plan begins.
PLAN IT.
DO IT.
In 3 steps, you can have your custom-designed retirement financial strategy.
We’re happy to chat with you on the phone – or schedule a visit so we can meet. We’ll sit down over some coffee and get to know each other to determine if we’re a good fit.
DREAM IT.
You tell us your dreams and goals and the importance each holds. This is when our designing to achieve your dream retirement begins.
PLAN IT.
We believe in custom, not retail. We deliver your tailored financial strategy to you and continue to propel you closer to your goals. So you can Retire Happy.
DO IT.
And looking for investment guidance.
And need to plan my next life stage.
And want to optimize my income.
Receive your complimentary Retirement Financial Plan & Tax Strategy by taking our 3-minute questionnaire!
Nitrogen is a state-of-the-art technology platform that precisely determines the amount of risk and reward with which you are comfortable. With your Risk Number®, we can design a portfolio that reflects your specific financial aspirations and objectives. By working together, we can eliminate the guesswork from your financial future and bring you closer to your goals. Find out your Risk Number® by clicking the button below.
Nitrogen is a state-of-the-art technology platform that precisely determines the amount of risk and reward with which you are comfortable. With your Risk Number®, we can design a portfolio that reflects your specific financial aspirations and objectives. By working together, we can eliminate the guesswork from your financial future and bring you closer to your goals. Find out your risk number by clicking the button below.
We strive to create realistic plans for you to withdraw from your savings during retirement. As your life evolves, we adjust your distributions to make sure you can experience the things you want in life.
When it comes to investing, there are three main options: Taxable, Tax Deferred, and Tax Free. It’s important to keep in mind that, eventually, Uncle Sam will get his share of the income – and without proper planning, your heirs may be faced with a hefty tax bill. Preparing for the future by thoroughly understanding the long-term implications of each type of investment is essential for successful financial planning.
Owners of businesses, real estate, and other highly appreciated assets are often reluctant to sell their property due to the significant capital gains tax liability that can result. Fortunately, the Matthew James Tax & Wealth Management Estate Planning Team offers the Deferred Tax Strategy.
Retirees often worry about outliving their income, especially due to high costs of long-term care and potential loss of income caused by the death of a spouse. To help protect their life savings in times of crisis, we explore strategies that can help safeguard their financial security.
As the baby boomer generation continues to age, the importance of long-term care planning increases significantly. To ensure you are able to sustain a healthy life, planning for potential expenses related to long-term care is essential. It is important to consider the best option for funding long-term care without compromising your retirement income.
This is all about taking the reins of your future. Knowing to whom you want your belongings to go after you pass away is the first step. You can decide exactly who should get what – and when. Prioritize and take control of your legacy today by planning ahead. With the help of our custom strategy, you can make sure that your wishes are respected.
Do you know your risk number?
Our 5-minute quiz provides an easier way to understand your risk tolerance. This will help you align your retirement portfolio with your investment goals and expectations. We believe this is one of the best technologies we use in our practice, and it helps give our clients the confidence to make more informed decisions about their investments.
If you also requested a call, we’ll be in touch to schedule a time that works best for you. Please check your inbox for your email confirmation.
RETIRE HAPPY
MATTHEW JAMES
TAX & WEALTH MANAGEMENT
