Matthew James Financial Group is an independent, retirement-specific firm in Louisiana. We are dedicated to helping Louisiana residents retire more successfully. We believe that “retiree” planning is an area of specialty and requires specific attention to complex, interrelated issues. As the only firm in the area that specializes in helping clients at the point of retirement and beyond, we have developed specific retirement planning strategies to help protect our clients’ hard-earned savings.
Matthew James Financial Group provides income planning and wealth management services. We can also help you roll over your 401(K). Figuring out the best way to manage your money can seem overwhelming. We’ll break down the process for you and help you create a successful financial management strategy.
Call 337-366-8366 now to schedule a free consultation.
Our objective is to advise you regarding specialized portfolio management for your stage of life. We address Social Security maximization, generating income from investments, reducing risk, helping limit loss, and achieving added peace of mind for a retirement free from financial stress.
MAKE YOUR RETIREMENT FINANCIALLY SECURE
We understand the fear among retirees of running out of money, and we’ll work hard to help you to lead the predictable retirement lifestyle you have imagined.
Why choose us for financial counseling? Here are four reasons why you should make an appointment with us:
While most of our clients are senior citizens, anyone can benefit from one of our sessions. Our advisors are passionate about the work we do. You can trust us to steer you in the right direction. Contact us today to learn more about our services.
117 Heymann Blvd
Lafayette, LA 70503
Phone: (337) 366-8366