ABOUT

More Than Just A Financial Firm

Matthew James Financial Group is an independent retirement income planning firm in Lafayette, Louisiana. We are committed to helping Louisianans retire successfully. We take our clients’ objectives and circumstances seriously — only assisting with actions in their best interest.

In the world of retirement, advice is often plagued with conflicts of interest, obscure disclosures, and an overall lack of transparency. At Matthew James Financial Group, we believe in creating trust through transparency.

We provide retirement and income solutions typically utilized by the wealthy.

The financial world is complex, and you deserve a knowledgeable guide. After learning about your unique situation, we will create an income plan that assists you in building and utilizing wealth in order to arrive at the retirement you’ve prepared for, along with strategizing a tailor-made, tax-efficient solution for your family.

Our retirement and income solutions focus on efficiencies in taxable income and reducing your liability in Medicare premiums. We review a multitude of Social Security-claiming strategies while simultaneously identifying gaps in your taxable income to reduce your taxable burden.

We are retirement strategists who aim to hold the highest level of ethical and financial standards. We are committed to making choices that directly benefit our clients, and we remain independent while retaining access to a wealth of financial products.

This means that our firm is 100% independent and not owned by or affiliated with any insurance company or bank. This allows us to offer objective, unbiased advice without the hidden agenda.

Our specialty: serving our clients with excellence.

We focus on the distribution phase of our clients’ financial lives by providing retirees and pre-retirees with helpful strategies that deliver added security, consistency, and predictability in their retirement, regardless of stock market volatility from year to year.

There are so many ideas and strategies out there, and our focus is to evaluate your goals and identify competitive advantages in your retirement income planning process that can help add value in comparison to conventional wisdom.

Our clients receive our highest level of attention, care, and gratitude. We continue to strive for them in order to exceed the expectations of our clients and their families.

We would love to offer a complimentary consultation to you at no charge.

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