TAX STRATEGY
WEALTH MANAGEMENT
OUR SERVICE AREAS
WORKSHOPS
RETIREMENT CALCULATORS
U.S. DEBT CLOCK
BLOG
TELEVISION
COMPLIMENTARY BOOKS
MATTHEW JAMES APP
RETIREMENT PLANNING
ESTATE PLANNING
LONG-TERM HEALTHCARE
RISK MANAGEMENT
ALL SERVICES
OUR SERVICE LOCATIONS
DEFERRING CAPITAL GAINS TAX
BUSINESS OWNER TAX STRATEGY
COMPLIMENTARY RETIREMENTFINANCIAL PLAN
GET AHEAD: 2026 TAX GUIDE
COUNTDOWN: 2025 TAX GUIDE
EVENTS
SEND A MESSAGE
LAFAYETTE OFFICE
337-366-8366
1011 COOLIDGE BLVDLAFAYETTE, LA 70503
MAP
MONDAY – THURSDAY 8:30AM – 4:00PM
FRIDAY8:30AM – 12:00PM
Our office is conveniently located at 1011 Coolidge St, just minutes from the heart of Lafayette.Tap below for directions or to explore the area.
Cheers to the New Year - and a smarter path to retirement.
Elite insight for confident retirement and legacy decisions.