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’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
