DREAM IT. PLAN IT. DO IT.
LONG-TERM
THINKING.
STRUCTURED
EXECUTION.
ENDURING
OUTCOMES.
Strategic planning for those who measure success in decades, not quarters. Integrating tax strategy, retirement architecture, and wealth preservation into one coherent financial system.
MATTHEW JAMES TAX & WEALTH MANAGEMENT
At Matthew James Tax & Wealth Management, we build a single, coordinated strategy that aligns your retirement income, tax exposure, estate, healthcare, and legacy into a financial system designed to last. Lafayette families trust us because we don’t just manage money. We architect the retirement they actually envisioned.
LONG-TERM THINKING.
STRUCTURED EXECUTION.
ENDURING OUTCOMES.
Strategic planning for those who measure success in decades, not quarters. Integrating tax strategy, retirement architecture, and wealth preservation into one coherent financial system.
DREAM IT. PLAN IT. DO IT.
WHO WE ARE
6
INTEGRATED PLANNING DISCIPLINES
Retirement. Tax. Wealth. Estate. Healthcare. Risk.
Every strategy built as one.
WHAT WE DO
Retirement income requires more than a savings balance. We engineer structured income streams designed to remain stable through market shifts, inflation, and the unexpected costs most plans never account for.
Forward-looking, multi-year tax planning designed to reduce lifetime tax exposure. Not just this year’s return, every year of your retirement, coordinated from the start.
Disciplined, long-term wealth management aligned to your retirement goals, risk tolerance, and timeline. Growth with purpose. Preservation with intention.
Thoughtful estate planning that protects your assets, reflects your wishes, and keeps more of what you’ve built in the hands of the people and causes that matter most.
We build long-term healthcare strategies into your retirement plan from the beginning, so a health event doesn’t become a financial one. Protection planned before it’s needed.
Explore Long-Term Healthcare →
We identify, measure, and manage the risks that can quietly erode a retirement plan, from market exposure and sequence of returns, to concentration risk, so your strategy holds under pressure.
Explore Long-Term Healthcare →
Build income streams structured to remain stable through market shifts.
Plan for healthcare and long-term costs to safeguard income.
Your retirement strategy should be as thoughtful and intentional as the life you’re building. We deliver integrated retirement planning, advanced tax strategy, and wealth management solutions designed to protect income, reduce risk, and support long-term financial confidence.
Your retirement strategy should be as thoughtful and intentional as the life you’re building. We deliver integrated retirement planning, advanced tax strategy, and wealth management solutions designed to protect income, reduce risk, and support long-term financial confidence.
Complete a brief, three-minute complimentary assessment to receive a personalized retirement and tax overview.
We’ll identify potential tax exposure, income optimization opportunities, and strategic considerations aligned with your long-term goals, giving you clarity on where you stand and what deserves attention next.
Complete a brief, three-minute assessment to receive a personalized retirement and tax overview.
We’ll identify potential tax exposure, income optimization opportunities, and strategic considerations aligned with your long-term goals, giving you clarity on where you stand and what deserves attention next.
Personalized investment guidance aligned with long-term retirement goals designed to grow wealth with purpose and discipline.
Strategic planning focused on income clarity, tax efficiency, wealth preservation as you approach your next chapter.
Coordinated income, tax, and health strategies designed to help your wealth work efficiently throughout retirement.
Retirement planning should feel clear, not complicated. Our three-step process creates a personalized plan aligned to your goals, lifestyle, and long-term vision.
We unify retirement, tax, wealth, estate, healthcare, and risk planning into one coordinated framework.
No guesswork. No overwhelm. Just intelligent planning built for confidence and longevity.
Establish Alignment
Begin with a private conversation, by phone or in person. We take the time to understand your financial picture, priorities, and objectives while determining whether our approach aligns with your goals.
Define the Path Forward
We translate your goals into a clear strategic direction. This is where your personalized retirement strategy begins to take shape, balancing income, taxes, protection, and long-term growth.
Implement Confidently
You receive a fully customized plan designed specifically for you, supported by ongoing guidance to help you stay aligned as life, markets, and regulations evolve.
Retirement planning should feel clear, not complicated. Our three-step process delivers a personalized strategy built around your goals, your lifestyle, and your long-term vision.
We integrate retirement planning, tax strategy, wealth management, estate planning, long-term healthcare, and market risk oversight into one coordinated plan.
No guesswork. No overwhelm. Just thoughtful, strategic planning designed for confidence and longevity.
Establish Alignment
Begin with a private conversation, by phone or in person. We take the time to understand your financial picture, priorities, and objectives while determining whether our approach aligns with your goals.
Define the Path Forward
We translate your goals into a clear strategic direction. This is where your personalized retirement strategy begins to take shape, balancing income, taxes, protection, and long-term growth.
Implement Confidently
You receive a fully customized plan designed specifically for you, supported by ongoing guidance to help you stay aligned as life, markets, and regulations evolve.
EMAIL & CALLS ONLY:
Wednesday, Nov 26
OFFICE CLOSED:
Thursday, Nov 27
Friday, Nov 28
DAY 31
The scariest thing in retirement isn’t ghosts — it’s an unexpected tax bill.
DAY 30
Your retirement plan should outlast hurricanes, politics, and the Saints’ playoff drought. Build it to endure.
DAY 29
Tax-loss harvesting is like duck hunting — timing and aim matter if you want to bring home something real.
DAY 28
Don’t let taxes eat your retirement like termites in a Louisiana shotgun house — schedule your inspection.
DAY 27
Retirement income streams should sound like a zydeco band — steady, balanced, and working in harmony.
DAY 24
Long-term care isn’t cheap. Build the plan now so family love isn’t mistaken for free labor.
DAY 23
Business owner? Selling your company is just halftime — tax strategy decides who wins the second half.
DAY 22
Think of your financial plan like a levee — neglect it, and small cracks can flood your retirement.
DAY 21
Inherited IRA rules changed… and the IRS isn’t playing nice. Don’t let your heirs learn the hard way.
DAY 20
Cash flow in retirement is king — but the IRS will gladly crown themselves if you don’t plan.
DAY 17
Diversification isn’t just about stocks and bonds — mix in tax buckets for true flavor.
DAY 16
Selling the family home? Exclusions exist that can keep the IRS from sleeping in your guest room.
DAY 15
Tax brackets reset every January — that’s your chance to trim this year’s bill before the calendar flips.
DAY 14
Annuities can be like jambalaya: the right recipe works; the wrong one leaves you with regret.
DAY 13
Capital gains? Don’t let them burn you like roux on high heat. Stir in tax strategy early.
DAY 10
Social Security timing is like crawfish season: get it right, and it’s plentiful; too early, and you’re left with scraps.
DAY 9
Want to give more to your grandkids than to the IRS? Charitable giving strategies make it possible.
DAY 8
DAY 7
Your Required Minimum Distributions [RMDs] are coming whether you’re ready or not. Treat them like in-laws dropping by.
DAY 6
DAY 3
DAY 2
Don’t just track your nest egg.
Track how Uncle Sam plans to crack it.
DAY 1
Retirement income shouldn’t be gumbo without a roux. Build a tax-smart base before you season with investments.
