Looking for a trusted CFP near Lafayette? At MATTHEW JAMES Tax & Wealth Management, we craft personalized retirement and wealth management strategies that help you retire with confidence. From tax optimization to long-term prosperity, we help ensure your financial goals are not just met, but exceeded.
Retirement is a major milestone, and the right strategy ensures you enjoy it with confidence. From tax optimization to wealth management, we guide you toward financial security and long-term prosperity.
Never worry about outliving your wealth. Through strategic asset positioning—including fixed index annuities, dividend stocks, and real estate—we build a solid financial foundation designed for long-term stability. Our expert strategies also optimize Social Security and analyze pension options to maximize your retirement benefits.
With a personalized retirement income plan, you can confidently access your funds, maintain financial security, and fully enjoy your golden years.
High-net-worth individuals demand exceptional service and sophisticated financial strategies—and that’s exactly what we deliver. With changing tax laws, a well-structured plan is essential to protect your wealth and reduce tax liabilities.
Our private wealth division specializes in serving clients with a net worth of $5 million+, collaborating with top estate planning attorneys and CPAs to create tax-efficient strategies that preserve and grow your assets while securing your financial legacy.
Even with a will, your estate could face probate—costly, public, and time-consuming, reducing what your heirs receive.
A revocable living trust helps you avoid probate, protect your assets, and preserve your legacy. Plan smartly to minimize legal hurdles and maximize wealth for future generations.
Long-term healthcare planning is essential to protect your assets and ensure quality care. We help you navigate options like long-term care insurance, HSAs, and Medicaid strategies, tailored to your needs.
With a personalized healthcare plan, you can confidently manage medical expenses and protect your financial future.
Retirement is your time to enjoy the rewards of your hard work, but without a solid tax strategy, you could lose more than necessary. We specialize in helping you optimize retirement income by reducing tax burdens on everything from investments to retirement funds.
A well-crafted tax strategy ensures you keep more of your hard-earned money, allowing you to enjoy the retirement you’ve worked so diligently for. Let us help you build a tax-efficient retirement plan for lasting financial freedom.
We prioritize your financial security by implementing customized risk management strategies. Through a thorough assessment of your exposure to market volatility, health risks, and other potential threats, we craft a tailored plan that may include insurance solutions, diversified investments, and emergency funds.
With a personalized risk management plan, you can safeguard your wealth and enjoy peace of mind knowing your future is secure.
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.
Never worry about outliving your wealth. Through strategic asset positioning—including fixed index annuities, dividend stocks, and real estate—we build a solid financial foundation designed for long-term stability. Our expert strategies also optimize Social Security and analyze pension options to maximize your retirement benefits.
With a personalized retirement income plan, you can confidently access your funds, maintain financial security, and fully enjoy your golden years.
Even with a will, your estate could face probate—costly, public, and time-consuming, reducing what your heirs receive.
A revocable living trust helps you avoid probate, protect your assets, and preserve your legacy. Plan smartly to minimize legal hurdles and maximize wealth for future generations.
High-net-worth individuals demand exceptional service and sophisticated financial strategies—and that’s exactly what we deliver. With changing tax laws, a well-structured plan is essential to protect your wealth and reduce tax liabilities.
Our private wealth division specializes in serving clients with a net worth of $5 million+, collaborating with top estate planning attorneys and CPAs to create tax-efficient strategies that preserve and grow your assets while securing your financial legacy.
Retirement is your time to enjoy the rewards of your hard work, but without a solid tax strategy, you could lose more than necessary. We specialize in helping you optimize retirement income by reducing tax burdens on everything from investments to retirement funds.
A well-crafted tax strategy ensures you keep more of your hard-earned money, allowing you to enjoy the retirement you’ve worked so diligently for. Let us help you build a tax-efficient retirement plan for lasting financial freedom.
Long-term healthcare planning is essential to protect your assets and ensure quality care. We help you navigate options like long-term care insurance, HSAs, and Medicaid strategies, tailored to your needs.
With a personalized healthcare plan, you can confidently manage medical expenses and protect your financial future.
We prioritize your financial security by implementing customized risk management strategies. Through a thorough assessment of your exposure to market volatility, health risks, and other potential threats, we craft a tailored plan that may include insurance solutions, diversified investments, and emergency funds.
With a personalized risk management plan, you can safeguard your wealth and enjoy peace of mind knowing your future is secure.
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.
At Matthew James Tax & Wealth Management, we specialize in tailored retirement strategies designed to grow your wealth, reduce taxes, and protect your savings. Our goal is to help you build lasting income while navigating the complexities of retirement planning with confidence.
Think of us as your financial GPS—providing expert guidance, smart tax strategies, and personalized financial planning that adapts as life changes. Together, we’ll create a flexible, future-ready plan that keeps you on track toward the retirement you’ve earned.
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.
If you're still in the workforce and looking for personalized investment strategies, expert guidance can help you maximize your wealth. Tailored investment strategies focused on retirement goals can help you build a secure financial future. Plan now to enhance your financial potential.
As retirement approaches, it’s time to make strategic decisions for your financial security. A well-crafted retirement plan helps to ensure a smooth transition, focusing on goals such as tax optimization and wealth preservation, as you enter this new chapter of life.
Once you're retired, it’s essential to have a plan that helps you optimize income and ensure your wealth continues to work for you. Tailored strategies can help maximize your retirement income while minimizing taxes, giving you the peace of mind to enjoy your golden years.
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RETIRE HAPPY
MATTHEW JAMES
TAX & WEALTH MANAGEMENT
