Matthew James Tax & Wealth Management

Matthew James Tax & Wealth Management is an independent retirement income, wealth, & tax planning firm. "Matthew James Financial is an independent retirement income planning firm in Lafayette, Louisiana. We focus on the distribution phase of our clie...

Matthew James Tax & Wealth Management is an independent retirement income, wealth, & tax planning firm. "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. Our retirement and income solutions focus on efficiencies in taxable income and reducing your liability. We review a multitude of strategies to reduce your taxable burden. We are retirement strategists who aim to hold the highest level of ethical and financial standards. 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."