Skip to content
  • OUR SERVICES

    Retirement Planning

    • Acadiana Retirement Planning
    • Lafayette Retirement Planning
    • Breaux Bridge Retirement Planning

    Tax Strategy

    Wealth Management

    Estate Planning

    Long-Term Healthcare

    Risk Management

    Our Service Areas

    Deferring Tax On Capital Gains

    Business Owner Tax Strategy

  • YOUR PLAN

    Complimentary Retirement Financial Plan

    Get Ahead:
    2026 Tax Guide

    Workshops

    Retirement Calculators

    U.S. Debt Clock

  • ELITE WEALTH
  • FAQ
  • MEDIA

    Blog

    Television

    Radio & Podcast

    Complimentary Books

  • ABOUT
  • CLIENTS

    Secure Login

    Upload Documents

    Matthew James App

  • CONTACT
  • (337) 366-8366
  • OUR SERVICES

    RETIREMENT PLANNING

    TAX STRATEGY

    WEALTH MANAGEMENT

    ESTATE PLANNING

    LONG-TERM HEALTHCARE

    RISK MANAGEMENT

    ALL SERVICES

    OUR SERVICE LOCATIONS

    DEFERRING CAPITAL GAINS TAX

    BUSINESS OWNER TAX STRATEGY

  • YOUR PLAN

    COMPLIMENTARY RETIREMENT
    FINANCIAL PLAN

    GET AHEAD: 2026 TAX GUIDE

    COUNTDOWN: 2025 TAX GUIDE

    RETIREMENT CALCULATORS

    U.S. DEBT CLOCK

  • ELITE WEALTH
  • WORKSHOPS
  • FAQ
  • MEDIA

    BLOG

    TELEVISION

    RADIO & PODCAST

    COMPLIMENTARY BOOKS

    EVENTS

  • ABOUT
  • CLIENTS
    SECURE LOGIN
    UPLOAD DOCUMENTS

    MATTHEW JAMES APP

  • CONTACT
  • OUR SERVICES

    RETIREMENT PLANNING

    TAX STRATEGY

    WEALTH MANAGEMENT

    ESTATE PLANNING

    LONG-TERM HEALTHCARE

    RISK MANAGEMENT

    ALL SERVICES

    OUR SERVICE LOCATIONS

    DEFERRING CAPITAL GAINS TAX

    BUSINESS OWNER TAX STRATEGY

  • YOUR PLAN

    COMPLIMENTARY RETIREMENT
    FINANCIAL PLAN

    GET AHEAD: 2026 TAX GUIDE

    COUNTDOWN: 2025 TAX GUIDE

    RETIREMENT CALCULATORS

    U.S. DEBT CLOCK

  • ELITE WEALTH
  • WORKSHOPS
  • FAQ
  • MEDIA

    BLOG

    TELEVISION

    RADIO & PODCAST

    COMPLIMENTARY BOOKS

    EVENTS

  • ABOUT
  • CLIENTS
    SECURE LOGIN
    UPLOAD DOCUMENTS

    MATTHEW JAMES APP

  • CONTACT

093024 FLOATING BAR FOR MOBILE

BEGIN MY JOURNEY

1011 Coolidge Blvd, Lafayette, LA 70503  |  337-366-8366

© 2026 MATTHEW JAMES Tax & Wealth Management

LOUISIANA RETIREMENT PLANNING GUIDE
TAX PLANNING STRATEGIES
CONTACT US

Dream It. Plan It. Do It.

PRIVACY NOTICE
DISCLOSURES

1011 Coolidge Blvd, Lafayette, LA 70503  |  337-366-8366

© 2026 MATTHEW JAMES Tax & Wealth Management

CONTACT US
PRIVACY NOTICE
DISCLOSURES

LET'S
CONNECT

Join us in retirement planning today so you can kick back and relax tomorrow.

LET'S
CONNECT

Join us in retirement planning today so you can kick back and relax tomorrow.

CONTACT US

1011 Coolidge Blvd, Lafayette, LA 70503  
337-366-8366

PRIVACY NOTICE  |  DISCLOSURE

© 2026 MATTHEW JAMES TAX & WEALTH MANAGEMENT