MATTHEW JAMES
TAX & WEALTH
MANAGEMENT

DREAM IT. PLAN IT. DO IT.

A SPRINGTIME
RETIREMENT
BLOOMS
GRANDKIDS,
GARDENS,
& GRANDEUR.

MATTHEW JAMES
TAX & WEALTH
MANAGEMENT

A SPRINGTIME
RETIREMENT
BLOOMS
GRANDKIDS,
GARDENS,
& GRANDEUR.

DREAM IT. PLAN IT. DO IT.

MATTHEW JAMES
TAX & WEALTH
MANAGEMENT

A SPRINGTIME
RETIREMENT
BLOOMS
GRANDKIDS,
GARDENS,
& GRANDEUR.

COZY UP TO
THE BEST YEARS OF RETIREMENT

DREAM IT. PLAN IT. DO IT.

2025 IS YOUR OPPORTUNITY
TO RETIRE
LIKE A BOSS

Take control and watch your retirement goals come to life. The countdown to financial freedom starts now—powered by strategic planning and a rock-solid tax approach, we’ve got your back.

 

Take control and watch your retirement goals come to life. The countdown to financial freedom starts now—powered by strategic planning and a rock-solid tax approach, we’ve got your back.

 

Helping you cultivate a thriving retirement—like planting the perfect spring garden. Through personalized financial plans, we grow income, nurture healthcare needs, and build lasting wealth, guiding you toward a vibrant future.

OUR PURPOSE

OUR PURPOSE

Helping you cultivate a thriving retirement—like planting the perfect spring garden. Through personalized financial plans, we grow income, nurture healthcare needs, and build lasting wealth, guiding you toward a vibrant future.

YOUR
RETIREMENT GOALS
&
OUR
SOLUTIONS

COMPLIMENTARY RETIREMENT FINANCIAL PLAN & TAX STRATEGY

Receive your complimentary
Retirement Financial Plan & Tax Strategy
by taking our 3-minute questionnaire!

COMPLIMENTARY RETIREMENT FINANCIAL PLAN & TAX STRATEGY​

Receive your complimentary Retirement Financial Plan & Tax Strategy by taking our 3-minute questionnaire.

WHERE YOU ARE ALONG YOUR RETIREMENT JOURNEY:

STILL
WORKING

And looking for investment guidance.

NEARING
RETIREMENT

And need to plan my next life stage.

IN
RETIREMENT

And want to optimize my income.

STILL
WORKING

And looking for investment guidance.

NEARING RETIREMENT

And need to plan my next life stage.

IN
RETIREMENT

And want to optimize my income.

OUR STRESS-FREE PROCESS

In 3 simple 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 & 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.

We believe in custom, not retail. We deliver your personalized financial strategy to you and continue to propel you closer to your goals.
Retire Happy.

DO IT.

OUR STRESS-FREE PROCESS

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.

We believe in custom, not retail. We deliver your personalized financial strategy to you and continue to propel you closer to your goals.
Retire Happy.

DO IT.

OUR STRESS-FREE PROCESS

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.

“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™

Credibility bar: Spotify, Forbes, CBS Sunday Morning, KATC TV3, KLFY News10, KPEL 96.5

FEATURED ON

WE ARE MJ

“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™

DON'T
MAKE
THE
BED.
JUMP
INSTEAD.

MATTHEW JAMES
TAX & WEALTH
MANAGEMENT

AND RETIRE HAPPY.

STILL WORKING

& LOOKING FOR INVESTMENT GUIDANCE

NEARING RETIREMENT

& NEED TO PLAN FOR NEXT LIFE STAGE

IN RETIREMENT

& WANT TO MAXIMIZE MY INCOME

YOUR DTS BROCHURE

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

PLAN TODAY, RELAX TOMORROW.