You’re ready to take on retirement.
We’re ready to help lead you down
the best path to achieve that next milestone.
You’re ready to take on retirement.
We’re ready to help lead you down the best path to achieve that next milestone.
We help ensure you never outlive your income. By strategically positioning assets—like fixed index annuities, dividend stocks, and real estate—we create a solid financial foundation. We also optimize Social Security and analyze your pension options.
With a tailored retirement income plan, you can confidently access your funds and enjoy your golden years.
We know high-net-worth clients expect exceptional service and sophisticated strategies. Financial plans must address the significant threat of taxes, especially with changing laws.
Our private wealth division serves clients with a net worth over $5 million, partnering with estate planning attorneys and CPAs to protect and grow your wealth while minimizing taxes.
Did you know your estate could end up in probate, even without a will? Probate can be lengthy, public, and cost your heirs up to 10% in fees.
Avoid the hassle with a revocable living trust. It keeps your affairs private and honors your wishes.
We help you navigate the complexities of long-term healthcare. By assessing your needs and options—such as long-term care insurance, health savings accounts, and Medicaid strategies—we help ensure you’re prepared for whatever comes your way.
Retirement is a time to enjoy the fruits of your labor, but without a solid tax strategy, you could end up losing more than necessary. We specialize in helping make the most of retirement income by reducing tax burdens on everything from investments to retirement funds. A well-planned tax strategy ensures you keep more of your hard-earned money and can enjoy the retirement you’ve worked so hard for.
We prioritize your security by implementing comprehensive risk management strategies. By assessing your exposure to market volatility, health issues, and other potential threats, we create a tailored plan that may include insurance solutions, diversified investments, and emergency funds.
We help ensure you never outlive your income. By strategically positioning assets—like fixed index annuities, dividend stocks, and real estate—we create a solid financial foundation. We also optimize Social Security and analyze your pension options.
With a tailored retirement income plan, you can confidently access your funds and enjoy your golden years.
Did you know your estate could end up in probate, even without a will? Louisiana has a default plan that may not suit you. Probate can be lengthy, public, and cost your heirs up to 10% in fees.
Avoid the hassle with a revocable living trust. It keeps your affairs private and honors your wishes.
We know high-net-worth clients expect exceptional service and sophisticated strategies. Financial plans must address the significant threat of taxes, especially with changing laws.
Our private wealth division serves clients with a net worth over $5 million, partnering with estate planning attorneys and CPAs to protect and grow your wealth while minimizing taxes.
Our clients often ask, “How will we manage healthcare as we age?”
We help you navigate the complexities of long-term healthcare. By assessing your needs and options—such as long-term care insurance, health savings accounts, and Medicaid strategies—we help ensure you’re prepared for whatever comes your way.
With a solid long-term healthcare plan in place, you can focus on enjoying life, knowing your health and finances are well protected.
Retirement is a time to enjoy the fruits of your labor, but without a solid tax strategy, you could end up losing more than necessary. We specialize in helping make the most of retirement income by reducing tax burdens on everything from investments to retirement funds. A well-planned tax strategy ensures you keep more of your hard-earned money and can enjoy the retirement you’ve worked so hard for.
We prioritize your security by implementing comprehensive risk management strategies. By assessing your exposure to market volatility, health issues, and other potential threats, we create a tailored plan that may include insurance solutions, diversified investments, and emergency funds.
Our clients’ biggest worry is: “What if we run out of money?”
We help ensure you never outlive your income. By strategically positioning assets—like fixed index annuities, dividend stocks, and real estate—we create a solid financial foundation. We also optimize Social Security and analyze your pension options.
With a tailored retirement income plan, you can confidently access your funds and enjoy your golden years—maybe even treat yourself to that dream vacation!
Did you know your estate could end up in probate, even without a will? Louisiana has a default plan that may not suit you. Probate can be lengthy, public, and cost your heirs up to 10% in fees.
Avoid the hassle with a revocable living trust. It keeps your affairs private and honors your wishes.
We know high-net-worth clients expect exceptional service and sophisticated strategies. Financial plans must address the significant threat of taxes, especially with changing laws.
Our private wealth division serves clients with a net worth over $5 million, partnering with estate planning attorneys and CPAs to protect and grow your wealth while minimizing taxes.
Retirement is a time to enjoy the fruits of your labor, but without a solid tax strategy, you could end up losing more than necessary. We specialize in helping make the most of retirement income by reducing tax burdens on everything from investments to retirement funds. A well-planned tax strategy ensures you keep more of your hard-earned money and can enjoy the retirement you’ve worked so hard for.
Our clients often ask, “How will we manage healthcare as we age?”
We help you navigate the complexities of long-term healthcare. By assessing your needs and options—such as long-term care insurance, health savings accounts, and Medicaid strategies—we help ensure you’re prepared for whatever comes your way.
We prioritize your security by implementing comprehensive risk management strategies. By assessing your exposure to market volatility, health issues, and other potential threats, we create a tailored plan that may include insurance solutions, diversified investments, and emergency funds.
With a robust risk management approach, you can face the future with confidence, knowing your assets are safeguarded against life’s uncertainties.
We strive to create realistic plans for you to withdraw from your savings during retirement. As your life evolves, we adjust your distributions to make sure you can experience the things you want in life.
When it comes to investing, there are three main options: Taxable, Tax Deferred, and Tax Free. It’s important to keep in mind that, eventually, Uncle Sam will get his share of the income – and without proper planning, your heirs may be faced with a hefty tax bill. Preparing for the future by thoroughly understanding the long-term implications of each type of investment is essential for successful financial planning.
Owners of businesses, real estate, and other highly appreciated assets are often reluctant to sell their property due to the significant capital gains tax liability that can result. Fortunately, the Matthew James Tax & Wealth Management Estate Planning Team offers the Deferred Tax Strategy.
Retirees often worry about outliving their income, especially due to high costs of long-term care and potential loss of income caused by the death of a spouse. To help protect their life savings in times of crisis, we explore strategies that can help safeguard their financial security.
As the baby boomer generation continues to age, the importance of long-term care planning increases significantly. To ensure you are able to sustain a healthy life, planning for potential expenses related to long-term care is essential. It is important to consider the best option for funding long-term care without compromising your retirement income.
This is all about taking the reins of your future. Knowing to whom you want your belongings to go after you pass away is the first step. You can decide exactly who should get what – and when. Prioritize and take control of your legacy today by planning ahead. With the help of our custom strategy, you can make sure that your wishes are respected.
Do you know your risk number?
Our 5-minute quiz provides an easier way to understand your risk tolerance. This will help you align your retirement portfolio with your investment goals and expectations. We believe this is one of the best technologies we use in our practice, and it helps give our clients the confidence to make more informed decisions about their investments.
RETIRE HAPPY
We strive to create realistic plans for you to withdraw from your savings during retirement. As your life evolves, we adjust your distributions to make sure you can experience the things you want in life.
LEARN MORE ABOUT REACHING YOUR RETIREMENT GOALS
When it comes to investing, there are three main options: Taxable, Tax Deferred, and Tax Free. It’s important to keep in mind that, eventually, Uncle Sam will get his share of the income – and without proper planning, your heirs may be faced with a hefty tax bill. Preparing for the future by thoroughly understanding the long-term implications of each type of investment is essential for successful financial planning.
LEARN MORE ABOUT MINIMIZING YOUR TAX BURDEN
Retirees often worry about outliving their income, especially due to high costs of long-term care and potential loss of income caused by the death of a spouse. To help protect their life savings in times of crisis, we explore strategies that can help safeguard their financial security.
LEARN MORE ABOUT MAKING YOUR FINANCES LAST
This is all about taking the reins of your future. Knowing to whom you want your belongings to go after you pass away is the first step. You can decide exactly who should get what – and when. Prioritize and take control of your legacy today by planning ahead. With the help of our custom strategy, you can make sure that your wishes are respected.
LEARN MORE ABOUT MAKING SURE YOUR WISHES ARE FULFILLED
WE’RE HERE FOR YOU
Welcome to Matthew James Tax & Wealth Management, where we secure your retirement with tailored strategies to grow your wealth and minimize taxes. Our mission is simple: help you protect your savings, plan for the future, and create lasting income. Think of us as your financial GPS—guiding you through the complexities of retirement planning with expertise and precision. Together, we’ll build a plan that adapts to life’s surprises and keeps you on track for the future you deserve.
Welcome to Matthew James Tax & Wealth Management, where we secure your retirement with tailored strategies to grow your wealth and minimize taxes. Our mission is simple: help you protect your savings, plan for the future, and create lasting income. Think of us as your financial GPS—guiding you through the complexities of retirement planning with expertise and precision. Together, we’ll build a plan that adapts to life’s surprises and keeps you on track for the future you deserve.
Welcome to Matthew James Tax & Wealth Management, where we excel in making your retirement financial future as secure as a bank vault [minus the motion sensors and security guard]. Our mission is simple: to help you grow your wealth, protect your hard-earned savings, and strategically make taxes disappear.
Think of your retirement goals as the compass that guides our financial advice and investment strategy. We’re like your financial GPS, except we won’t tell you to make a U-turn when you’re in the middle of a crowded street.
Our team of financial professionals specialize in untangling the web of retirement planning and creating a lasting income. We’ll create long-term customized strategies that not only address potential obstacles but also have a backup plan for those “unexpected surprises” life loves to throw at us. Because, let’s face it, life is like a rollercoaster—you never know when you’ll hit a sharp turn or a sudden drop.
Let us be your financial sidekick. Together, we’ll navigate the intricate complexities of wealth management with an abundance of expertise. Matthew James Tax & Wealth Management: your partner in your retirement’s financial success.
And looking for investment guidance.
And need to plan my next life stage.
And want to optimize my income.
In 3 steps, you can have your custom designed retirement strategy that incorporates Retirement Planning, Tax Strategy, Estate Planning, Wealth Management, Long-Term Healthcare, and/or Risk Management.
We’re happy to chat with you on the phone – or schedule a visit so we can meet. We’ll sit down over some coffee and get to know each other to see if we’re a good fit.
DREAM IT.
Now for the nitty-gritty. You tell us your goals and wishes, as well as the importance each one holds. This is when our designing to achieve your dream retirement plan begins.
PLAN IT.
DO IT.
BEFORE MJ:
You’ve envisioned your retirement for decades. And while there may have been some haziness or blindspots before, with our guidance and custom planning, you’ll finally be able to see your retirement life the way it should be seen: clearly.
AFTER MJ:
Ride with the top down, let loose, and enjoy the retirement you earned. Retire Happy!
BEFORE MJ:
You’ve envisioned your retirement for decades. And while there may have been some haziness or blindspots before, with our guidance and custom planning, you’ll finally be able to see your retirement life the way it should be seen: clearly.
AFTER MJ:
Ride with the top down, let loose, and enjoy the retirement you earned. Retire Happy!
In 3 steps, you can have your custom-designed retirement financial strategy.
We’re happy to chat with you on the phone – or schedule a visit so we can meet. We’ll sit down over some coffee and get to know each other to determine if we’re a good fit.
DREAM IT.
You tell us your dreams and goals and the importance each holds. This is when our designing to achieve your dream retirement begins.
PLAN IT.
We believe in custom, not retail. We deliver your tailored financial strategy to you and continue to propel you closer to your goals. So you can Retire Happy.
DO IT.
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
