MATTHEW JAMES Tax & Wealth Management
1011 Coolidge Street, Lafayette, LA 70503
About the Business
MATTHEW JAMES Tax & Wealth Management is a finance institution located at 1011 Coolidge Street in Lafayette, Louisiana, United States. At Matthew James, we believe in helping our clients live life to the fullest and create everlasting memories, which are the true riches of retirement. Our team specializes in designing personalized financial strategies for retirees and pre-retirees, ensuring a happy and secure retirement for our clients.
We offer advanced tax strategies to minimize your tax burden and optimize your retirement income. Our Deferred Tax Strategy™ can help decrease or defer capital gains taxes, putting your hard-earned money back in your pocket. With a customized retirement financial strategy incorporating Retirement Planning, Tax Strategy, Estate Planning, Wealth Management, Long-Term Healthcare, and Risk Management, we are dedicated to helping you achieve your financial goals and live the lifestyle you deserve.
Through our state-of-the-art technology platform, Nitrogen, we determine your Risk Number® to design a portfolio that reflects your financial aspirations and objectives. By working together, we can eliminate the guesswork from your financial future and bring you closer to your goals. Our goal is to help you create realistic plans for retirement withdrawals and safeguard your life savings in times of crisis.
Whether you are a business owner, real estate investor, or simply planning for long-term care, our team at Matthew James Tax & Wealth Management is here to help you navigate the complex world of finance and retirement planning. Contact us today to receive your complimentary Retirement Financial Plan & Tax Strategy and start planning for a secure and happy retirement.
Photos
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 12:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I've talked to a lot of advisors looking for the right one, and I finally found one who get's it. These people know more about how income and taxes will affect my retirement than anyone I've talk to."
"John is so knowledgeable about all the options out there to help me prepare for retirement. His office staff is so friendly and welcoming. While I am not quite ready to retire, now I have a plan in place to help make the most of my savings when I get to that point in my life. I can not recommend them more!"
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