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
OCTOBER 2024
We invite you to join us for our upcoming
retirement education workshops.
South Library, Lafayette
October 8 & 9
OCTOBER 2024
We invite you to join us for our upcoming retirement
education workshops.
South Library, Lafayette.
October 8 & 9
Avoid overpaying the IRS and join us for our October workshops which will give you insider info on minimizing your taxes during retirement.
Avoid overpaying the IRS and join us for our October workshops which will give you insider info on minimizing your taxes during retirement.
Matthew James Tax & Wealth Management is an independent Louisiana holistic financial planning firm. We are committed to helping Louisianans retire successfully and take our clients’ objectives and circumstances very seriously – only assisting with actions that are in their best interests.
The world of financial services is filled with conflicts of interest, obscure disclosures, and an overall lack of transparency, so we believe in creating trust through transparency. As an independent office, we are able to carefully determine investment strategies that suit the stages of your retirement, encompassing the lifestyle you want and deserve to live.
Our Matthew James Tax & Wealth Management Team works diligently to design a fully customized tax and wealth strategy designed for the unique needs of your financial situation.
This is an informational program only. There is no cost or obligation, and nothing will be sold at this event. All attendees must be at least 30 years old.
Investment Advisory Services offered through Retirement Wealth Advisors, LLC (RWA), an SEC Registered Investment Advisor. John Blanchard and RWA are not affiliated. This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Matthew James Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Matthew James Tax & Wealth Management is an independent Louisiana holistic financial planning firm. We are committed to helping Louisianans retire successfully and take our clients’ objectives and circumstances very seriously – only assisting with actions that are in their best interests.
The world of financial services is filled with conflicts of interest, obscure disclosures, and an overall lack of transparency, so we believe in creating trust through transparency. As an independent office, we are able to carefully determine investment strategies that suit the stages of your retirement, encompassing the lifestyle you want and deserve to live.
Our Matthew James Tax & Wealth Management Team works diligently to design a fully customized tax and wealth strategy designed for the unique needs of your financial situation.
This is an informational program only. There is no cost or obligation, and nothing will be sold at this event. All attendees must be at least 30 years old.
Investment Advisory Services offered through Retirement Wealth Advisors, LLC (RWA), an SEC Registered Investment Advisor. John Blanchard and RWA are not affiliated. This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Matthew James Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
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