MATTHEW JAMES
TAX & WEALTH
MANAGEMENT

DREAM IT. PLAN IT. DO IT.

MAKE A LIST.
CHECK IT TWICE.
PLANNING FOR RETIREMENT SURE SOUNDS NICE.

MATTHEW JAMES
TAX & WEALTH
MANAGEMENT

MAKE A LIST.
CHECK IT TWICE.
PLANNING FOR RETIREMENT SURE SOUNDS NICE.

COZY UP
TO THE
BEST YEARS
OF RETIREMENT

DREAM IT. PLAN IT. DO IT.

MATTHEW JAMES
TAX & WEALTH
MANAGEMENT

MAKE A LIST. CHECK IT TWICE. PLANNING FOR RETIREMENT SURE SOUNDS NICE.

COZY UP TO
THE BEST YEARS OF RETIREMENT

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.

YOUR RETIREMENT GOALS
& OUR SOLUTIONS

RSVP TODAY!

WHO: Retirees & Pre-Retirees
WHAT: Two complimentary events
WHEN: December 10th & 11th, 2024
WHERE: Zea Rotisserie & Bar – Lafayette, LA

GET A HEAD START

RSVP TODAY!

WHO:
Retirees & Pre-Retirees
WHAT:
Two complimentary events
WHEN:
December 10 & 11, 2024
WHERE:
Zea Rotisserie & Bar – Lafayette

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!

OUR NEW APP!
MATTHEW JAMES
TAX WEALTH

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.

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 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 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.

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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™

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

OUR NEW APP!
MATTHEW JAMES
TAX WEALTH

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.

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™

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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

SCHEDULE A CALL

RETIRE HAPPY

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.