Are you confused about estate planning? Do you need investment advice? Matthew James Financial Group can answer all your wealth management questions. Wealth management combines financial, tax, accounting, retirement and estate planning advice for a set fee.
Take a holistic approach to your finances. Call 337-366-0428 now to make an appointment with a financial advisor.
When you contact us, we’ll schedule a time for you to visit our office. We’ll meet with you three times to help you create a practical financial plan. In our first meeting, we’ll get to know you as you’re getting to know us. We’ll then create a proposal to break down your needs. We’ll finalize your plan during our last meeting. Once you’ve met with us, you’ll: