DREAM IT. PLAN IT. DO IT.
DREAM IT. PLAN IT. DO IT.
DREAM IT. PLAN IT. DO IT.
OUR PURPOSE
At its core, we craft tailored financial blueprints for retirees and those nearing the finish line. After all, the road to retirement isn’t always a straight shot. Think of us as your retirement GPS, guiding you through twists and turns to help stretch your income, tackle healthcare, and build wealth that could last generations.
We’re all about embracing the good life – the one you’ve been dreaming of, free from the daily grind. So, why not kick off this new chapter with a plan designed to check off every item on your retirement bucket list?
Consider us the Bob Ross of retirement planning – creating your very own masterpiece of retirement financial peace. From wealth management to long-term healthcare, you deserve a retirement as happy as those little clouds.
So let’s start painting your retirement plan today.
WHO: Retirees & Pre-retirees
WHAT: Two complimentary events
WHEN: October 8 & 9, 2024
WHERE: South Library – Lafayette, LA
WHO:
Retirees & Pre-retirees
WHAT:
Two complimentary events
WHEN:
October 8 & 9, 2024
WHERE:
South Library – Lafayette, LA
Receive your complimentary Retirement Financial Plan & Tax Strategy by taking our 3-minute questionnaire!
We’ve made it easier for our clients to access their retirement portfolio. No matter where you are, MJ is now just a tap away.
Search ‘Matthew James Tax Wealth’ on Google Play & Apple App Store – or simply use the buttons below.
And looking for investment guidance.
And need to plan my next life stage.
And want to optimize my income.
And looking for investment guidance.
And need to plan my next life stage.
And want to optimize my income.
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.
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.
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.
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™
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.
We’ve made it easier for our clients to access their retirement portfolio. No matter where you are, MJ is now just a tap away.
Search ‘Matthew James Tax Wealth’ in Google Play & App Store – or simply use the buttons below.
“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™
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
