Find a Financial Planner in Thibodaux, LA

 

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We Only Work With The Best Thibodaux Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Thibodaux, LA


  • Financial Advisor Close to Thibodaux, LA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Thibodaux Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Thibodaux area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Thibodaux is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
18.1% of Thibodaux's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Thibodaux area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Thibodaux area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Thibodaux area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Thibodaux area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Louisiana has unique laws defining which actions trigger a taxable event and has the 19th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Thibodaux area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Thibodaux area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Thibodaux, LA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Thibodaux, LA

We evaluated over 13,000 RIA firms to bring you the best of the best Thibodaux financial advisors.
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How Retirement-Friendly is Thibodaux, LA?

  • Population: 14,494
  • % of Population 62 Years and Over: 18.1%
  • Average Home Value: $189,900
  • Average Monthly Housing Cost: $770
  • Average Household Income: $61,488
  • Louisiana Total Tax Burden: 8.82% (19th Highest in U.S.)
  • Louisiana Property Tax: 1.93% (6th Lowest in U.S.)
  • Louisiana Individual Income Tax: 1.51% (13th Lowest in U.S.)
  • Louisiana Sales and Excise Tax: 5.38% (4th Highest in U.S.)


The Top Financial Advisor Firms in Thibodaux, LA


THE ARCHER CONSULTING GROUP, LLC

Website

(713) 572-1717

1054 Canal Blvd
Suite #2
Thibodaux, LA 70301

SEC#: 801-113282
Years in Business: 3 years