Retirement Wealth Management

Louisiana Wealth Management Attorney

Houma Certified Financial Planner and estate planning attorney John Sirois provides expert financial advice and legal counsel to Louisiana residents. As a practicing Certified Financial Planner, Certified Investment Management Analyst, and a practicing estate planning attorney, he can guide you through your retirement planning and wealth management endeavors. John views retirement planning and wealth management from both a legal and financial perspective. After all, investment, retirement, income tax, and estate planning are intertwined, and cannot be planned in isolation. John’s knowledge and experience can help you create a comprehensive retirement plan that is coordinated with your estate plan to help ensure your financial goals are achieved. Whether your planning goals are to create lifetime income, provide for your spouse, or to ensure smooth transfer of your assets to your children, wealth management attorney John Sirois can help.

Metairie Wealth Management Attorney

Most estate planning attorneys prepare wills, trusts and other documents, but are not experts in financial or retirement planning. Likewise most financial advisors are little more than investment sales people and are not experts in estate planning, asset protection, or retirement distributions. Wealth management lawyer and Certified Financial Planner, John Sirois of Houma and Metairie, Louisiana uses his expert knowledge of retirement planning, investment management, and estate planning to create comprehensive financial plans for his clients.

Houma-Thibodaux Wealth Management and Retirement Planning Attorney

If you are retired or are planning for your retirement, Houma-Thibodaux Certified Financial Planner and retirement planning attorney, John Sirois can help you plan for a successful, stress-free retirement. John literally wrote the book on retirement and estate planning in Louisiana. Through his Metairie and Houma, Louisiana offices, he advises clients from New Orleans, Jefferson, Metairie, Kenner, Houma, Thibodaux and surrounding areas. Visit John’s financial planning website to learn more about his investment and financial planning services.

Metairie Retirement Planning Attorney

Discover the planning possibilities of working with a wealth management attorney with expert knowledge in Louisiana retirement and estate planning. Metairie wealth management attorney and Certified Financial Planner, John Sirois, can help you and your family address your wealth management needs including:

  • Estate Planning
  • Retirement Distribution Planning
  • Investment Management
  • Long-Term Care Planning
  • Wealth Management
  • IRA Rollovers and IRA Trusts
  • Asset Protection
  • Distributions of Employer Stock and Net Unrealized Appreciation Treatment

New Orleans Wealth Management Attorney

Why work with a financial advisor when you can have a Certified Financial Planner who is also an estate planning attorney on your team? Let wealth management attorney John Sirois show you the benefits of working with a retirement and estate planning expert. If you are nearing retirement, in need of comprehensive financial planning, or investment management, call John today at 985-580-2520 in Houma.