DREAM IT. PLAN IT. DO IT.
ADJUST THE
CLOCK, SECURE
YOUR FUTURE.
RETIREMENT STARTS
ON YOUR TIME.
ADJUST THE
CLOCK, SECURE
YOUR FUTURE.
RETIREMENT STARTS
ON YOUR TIME.
DREAM IT. PLAN IT. DO IT.
ADJUST THE CLOCK, SECURE YOUR FUTURE.
RETIREMENT STARTS ON YOUR TIME.
DREAM IT. PLAN IT. DO IT.
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.
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.
Receive your complimentary Retirement Financial Plan & Tax Strategy by taking our 3-minute questionnaire.
For High-Earning Pre-Retirees:
Reduce your liability by six figures or more with Business Expense Credits, deferred compensation, and tax-advantaged trusts—strategies favored by top wealth holders.
For Everyday Pre-Retirees:
Lighten your load with underused deductions, Roth IRA conversions, and optimized Social Security timing.
For Retirees:
Minimize taxes with strategic withdrawals—like tapping Roth accounts first—or Qualified Charitable Distributions to lower your taxable income.
For High-Earning Pre-Retirees:
Protect and grow your fortune with tax-efficient portfolios, private equity, and real estate trusts designed for substantial wealth.
For Everyday Pre-Retirees:
Build steadily with low-cost index funds, employer-matched 401(k)s, and HSAs for reliable returns.
For Retirees:
Shift to income-focused options like dividend stocks, annuities, or bonds to ensure steady cash flow without eroding principal.
For High-Earning Pre-Retirees:
Transition seamlessly with succession plans and cash flow strategies that keep your wealth dynamic
For Everyday Pre-Retirees:
Make it happen by cutting costs, automating savings, and designing a retirement that suits your pace.
For Retirees:
If already retired, maintain momentum by reinvesting surplus income or exploring part-time ventures to stay engaged.
For High-Earning Pre-Retirees:
Transition seamlessly with succession plans and cash flow strategies that keep your wealth dynamic.
For Everyday Pre-Retirees:
Make it happen by cutting costs, automatic savings, and designing a retirement that suits your pace.
For Retirees:
If already retired, maintain momentum by reinvesting surplus income or exploring part-time ventures to stay engaged.
For High-Earning Pre-Retirees:
Secure your family’s future with estate planning and investments that outpace inflation.
For Everyday Pre-Retirees:
Extend your funds with careful withdrawal strategies and a balanced mix of income sources.
For Retirees:
Use the 4% rule or dynamic spending plans, adjusting withdrawals based on market performance and expenses.
For High-Earning Pre-Retirees:
Aim for a multi-million-dollar nest egg to sustain your lifestyle, factoring in luxury expenses and legacy goals—our tool can pinpoint your target.
For Everyday Pre-Retirees:
Target 10-12 times your annual income (e.g., $600K-$800K for a $60K salary), adjusted for essentials like healthcare and housing.
For Retirees:
Assess your current savings against annual costs—our complimentary Retirement Financial Plan can show if adjustments can stretch your funds further.
For High-Earning Pre-Retirees:
Now—maximize compounding with aggressive tax shelters and diversified assets to lock in your financial dominance.
For Everyday Pre-Retirees:
Today—small, consistent steps like boosting 401(k) contributions or opening an IRA can snowball over time.
For Retirees:
It’s not too late—start refining your strategy today to optimize income and protect what you’ve built.
For High-Earning Pre-Retirees:
Depends on your exit strategy—50s with a robust portfolio, or 60s to optimize enterprise value and tax benefits.
For Everyday Pre-Retirees:
Typically 62-67, balancing Social Security benefits with savings readiness—earlier if you’ve hit your savings goal.
For Retirees:
If already retired, focus on adjusting your plan to match your current age and health needs.
For High-Earning Pre-Retirees:
Hedge with real estate, equities, and inflation-linked bonds to keep your wealth ahead of rising costs.
For Everyday Pre-Retirees:
Opt for TIPS [Treasury Inflation-Protected Securities] or dividend stocks to maintain purchasing power.
For Retirees:
Add inflation-adjusted income sources like Social Security COLA or annuities to keep up with price increases.
For High-Earning Pre-Retirees:
Not always—leverage low-interest debt to free up capital for high-return investments, if cash flow supports it.
For Everyday Pre-Retirees:
Opt for TIPS [Treasury Inflation-Protected Securities] or dividend stocks to maintain purchasing power.
For Retirees:
Often yes—eliminating payments boosts security, but weigh it against investment opportunities.
For High-Earning Pre-Retirees:
Overlooking tax optimization or failing to plan for estate taxes can erode your fortune.
For Everyday Pre-Retirees:
Withdrawing too early or underestimating healthcare costs can derail your plans.
For Retirees:
Overspending early or ignoring long-term care planning can jeopardize your financial stability.
If you’re ready to stop kicking the can down the street and kickstart the road to your retirement, click for your complimentary Retirement Financial Plan. No better time than now!
You may have a few more concerns or questions – that’s ok, most do. Contact us via message or call. Working together, we can help reach your retirement goals, one strategy at a time.
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 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.
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.
“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™
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, 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
