Acadiana’s Premier Retirement Income Planners

We believe retirement is the day your money should start working for you — instead of the other way around.

Matthew James Financial is an independent retirement income planning firm in Lafayette, Louisiana. We focus on the distribution phase of our clients’ financial lives by providing retirees and pre-retirees with helpful strategies for added security, consistency, and predictability in retirement.

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About Us

Your retirement is unique. Why would it look like anyone else’s?

We believe each person’s retirement is different. There is no one “best place” to put your retirement money. That’s why we serve our clients by approaching each retirement with a blank slate. There is nothing cookie-cutter about the way we’ll design your retirement income plan. Everything is customized to you because you’re unique.

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Our Services

Matthew James Financial Is All About The News

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Hosting Events For Your Benefit

We’re always hosting dinners, educational workshops, and more for you to attend!

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Patrick Kelly’s “Stress-Free Retirement”

Fill out the form below for a complimentary copy of Patrick Kelly’s book “Stress-Free Retirement”

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