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  • CONTACT
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  • 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 –

    – RETIREMENT CALCULATORS –

    – U.S. DEBT CLOCK –

  • ELITE WEALTH
  • FAQ
  • MEDIA

    – BLOG –

    – TELEVISION –

    – RADIO & PODCAST –

    – COMPLIMENTARY BOOKS –

    – EVENTS –

  • ABOUT
  • CLIENTS

    – SECURE LOGIN –

    – UPLOAD DOCUMENTS –

    – APP –

  • CONTACT

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

© 2025 MATTHEW JAMES Tax & Wealth Management. All Rights Reserved.

CONTACT US
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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.

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

© 2025 MATTHEW JAMES Tax & Wealth Management. All Rights Reserved.

CONTACT US
PRIVACY NOTICE
DISCLOSURES
SITEMAP

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

SITEMAP

© 2025 MATTHEW JAMES TAX & WEALTH MANAGEMENT. ALL RIGHTS RESERVED.