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schexwealth.com

Louisiana Wealth Advisors

A professional service which is the combination of financial/investment advice, accounting/tax services, and legal/estate planning for one fee.

http://www.schexwealth.com/

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Louisiana Wealth Advisors | schexwealth.com Reviews
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A professional service which is the combination of financial/investment advice, accounting/tax services, and legal/estate planning for one fee.
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Louisiana Wealth Advisors | schexwealth.com Reviews

https://schexwealth.com

A professional service which is the combination of financial/investment advice, accounting/tax services, and legal/estate planning for one fee.

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1

Mission Statement - Schexnayder Wealth Advisors

http://www.schexwealth.com/p/mission-statement

We have a singular focus to be the most trustworthy and knowledgeable financial services firm in Southeast Louisiana. We will place our clients' well-being ahead of any profit motive. We will distinguish ourselves from competitors by going beyond our clients' expectations. We will be diligent in providing investment advice and assisting our clients with all of life's wealth management issues. We will help our clients retire with dignity.  . Download Our Free App. 330 Belle Terre Boulevard.

2

Ready for Retirement? | Schexnayder Wealth Advisors

http://www.schexwealth.com/resource-center/retirement/ready-for-retirement

Are you ready for retirement? Here are five words you should consider. A Bucket Plan to Go with Your Bucket List. A bucket plan can help you be better prepared for a comfortable retirement. Eight Mistakes That Can Upend Your Retirement. There are common mistakes you can avoid when saving for retirement. An Inside Look at Retirement Living. A number of questions and concerns need to be addressed to help you better prepare for retirement living. Download Our Free App. Have A Question About This Topic?

3

Lifestyle | Schexnayder Wealth Advisors

http://www.schexwealth.com/resource-center/lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. The Richest Man in Babylon. In good times and bad, consistently saving a percentage of your income is a sound financial practice. Using smart management to get more of what you want and free up assets to invest. When sele...

4

Team | Schexnayder Wealth Advisors

http://www.schexwealth.com/team

Nolan Schexnayder, CPA, PFS. Owner, Senior Advisor. Born and raised in LaPlace, La., Nolan earned bachelor's and master's degrees in accounting at Louisiana State University (LSU). After a brief stint as an auditor and cost accountant in the petrochemical industry, he began practicing. Click to read more. Jesse Duhon, CFS. Click to read more. Office Manger, Registered Representative. Click to read more. Click to read more. Click to read more. Ashley joined Schexnayder Wealth Advisors as a receptionist in...

5

Estate | Schexnayder Wealth Advisors

http://www.schexwealth.com/resource-center/estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. When Do You Need a Will? When do you need a will? The answer is easy: right now. Principles of Preserving Wealth. Do You Feel Lucky? Probate...

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