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.
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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