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DSF Wealth - Tax Optimized Wealth Management - Lafayette, Louisiana

As a provider of comprehensive wealth management services,. We enjoy shared trust through independent solutions so that you may honor the important commitments you make. With a trusted wealth management advisor as your coach, you have the expertise, discipline and confidence to create a lasting plan for future success. Learn About Tax Deductions through 401K Contributions. Tax Optimized Wealth Management. Established in 1950, Darnall, Sikes and Frederick. Sikes wins the inaugural Success to Significance ...

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DSF Wealth - Tax Optimized Wealth Management - Lafayette, Louisiana | dsfwealth.com Reviews

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As a provider of comprehensive wealth management services,. We enjoy shared trust through independent solutions so that you may honor the important commitments you make. With a trusted wealth management advisor as your coach, you have the expertise, discipline and confidence to create a lasting plan for future success. Learn About Tax Deductions through 401K Contributions. Tax Optimized Wealth Management. Established in 1950, Darnall, Sikes and Frederick. Sikes wins the inaugural Success to Significance ...

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DSF Wealth - Tax Optimized Wealth Management - Lafayette, Louisiana | dsfwealth.com Reviews

https://dsfwealth.com

As a provider of comprehensive wealth management services,. We enjoy shared trust through independent solutions so that you may honor the important commitments you make. With a trusted wealth management advisor as your coach, you have the expertise, discipline and confidence to create a lasting plan for future success. Learn About Tax Deductions through 401K Contributions. Tax Optimized Wealth Management. Established in 1950, Darnall, Sikes and Frederick. Sikes wins the inaugural Success to Significance ...

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dsfwealth.com

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Client Account Access

http://www.dsfwealth.com/resources/client-account-access

2000 Kaliste Saloom Road, Suite 300. Lafayette, LA 70508. Securities offered through 1st Global Capital Corp, Member. Securities offered through 1st Global Capital Corp. Member FINRA/SIPC Investment Advisory Services offered through 1st Global Advisors, Inc.

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Location #26; Directions

http://www.dsfwealth.com/location/location-directions

2000 Kaliste Saloom Road, Suite 300. Lafayette, LA 70508. DSF Wealth Management is proud to have locations in Lafayette, Eunice, Morgan City, Abbeville and New Iberia, Louisiana. Lafayette - Click Here for Directions. Lafayette, LA 70508. Phone: 337-232-3312 / Fax: 337-237-3614. Eunice - Click Here for Directions. Eunice, LA 70535. Phone: 337-457-4146 / Fax: 337-457-5060. Morgan City - Click Here for Directions. Morgan City, LA 70380. Phone: 985-384-6264 / Fax: 985-384-8140. Abbeville, LA 70510.

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About

http://www.dsfwealth.com/about/about

2000 Kaliste Saloom Road, Suite 300. Lafayette, LA 70508. About DSF Wealth - Our Value Promise. Through tax optimized wealth management strategies, we enable a select group of affluent and emerging affluent families to. Achieve financial peace of mind through all stages of life. Build dreams that are financially protected and persevered. Honor the financial promises made to themselves and their loved ones. DSF Wealth Management enlists the unique knowledge and expertise of a well-trained and credentialed...

4

Method 10

http://www.dsfwealth.com/method10/m-10

2000 Kaliste Saloom Road, Suite 300. Lafayette, LA 70508. Method 10 Elements™. Income Tax and Estate Tax Planning. Charitable Planning Trust Services. Mutual Funds, Exchange Traded Funds. Asset Allocation and Diversification Strategies. IRA Rollover and Distribution Planning. Life Insurance and Annuity Audits and Strategy Design. Wealth Transfer and Tax Reduction. Income Protection and Asset Preservation. Income Replacement and Creditor Protection. Long Term Care Insurance. 529 College Saving Plan.

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Services

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2000 Kaliste Saloom Road, Suite 300. Lafayette, LA 70508. DSF Wealth Management's Investment Management Solutions serve individuals and businesses in all areas of financial planning, including:. Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

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dsfcpas.com

Joan B. Moody, CPA

http://www.dsfcpas.com/Partners/moody

Darnall, Sikes, Gardes and Frederick. Danny P. Frederick. Clayton E. Darnall. Eugene H. Darnall, III. Stephanie M. Higginbotham. John P. Armato. Jennifer S. Ziegler. Chris A. Miller. Steven G. Moosa. Joan B. Moody. Lauren V. Hebert. Erich G. Loewer III. Jeremy C. Meaux. Stephen R. Dischler. Craig C. Babineaux. Adam J. Curry. Kyle P. Saltzman. Blaine M. Crochet. Jacob C. Roberie. Serving South Louisiana For Over 60 Years. Joan B. Moody. Any tax advice contained in the body of this e-mail was not intended ...

dsfcpas.com

Stephen R. Dischler, MBA, CPA

http://www.dsfcpas.com/Partners/dischler

Darnall, Sikes, Gardes and Frederick. Danny P. Frederick. Clayton E. Darnall. Eugene H. Darnall, III. Stephanie M. Higginbotham. John P. Armato. Jennifer S. Ziegler. Chris A. Miller. Steven G. Moosa. Joan B. Moody. Lauren V. Hebert. Erich G. Loewer III. Jeremy C. Meaux. Stephen R. Dischler. Craig C. Babineaux. Adam J. Curry. Kyle P. Saltzman. Blaine M. Crochet. Jacob C. Roberie. Serving South Louisiana For Over 60 Years. Stephen R. Dischler. Any tax advice contained in the body of this e-mail was not int...

dsfcpas.com

Pamela Mayeux Bonin, CPA, CVA

http://www.dsfcpas.com/Partners/bonin

Darnall, Sikes, Gardes and Frederick. Danny P. Frederick. Clayton E. Darnall. Eugene H. Darnall, III. Stephanie M. Higginbotham. John P. Armato. Jennifer S. Ziegler. Chris A. Miller. Steven G. Moosa. Joan B. Moody. Lauren V. Hebert. Erich G. Loewer III. Jeremy C. Meaux. Stephen R. Dischler. Craig C. Babineaux. Adam J. Curry. Kyle P. Saltzman. Blaine M. Crochet. Jacob C. Roberie. Serving South Louisiana For Over 60 Years. Any tax advice contained in the body of this e-mail was not intended or written to b...

dsfcpas.com

J. Stephen Gardes, CPA, CVA

http://www.dsfcpas.com/Partners/gardes

Darnall, Sikes, Gardes and Frederick. Danny P. Frederick. Clayton E. Darnall. Eugene H. Darnall, III. Stephanie M. Higginbotham. John P. Armato. Jennifer S. Ziegler. Chris A. Miller. Steven G. Moosa. Joan B. Moody. Lauren V. Hebert. Erich G. Loewer III. Jeremy C. Meaux. Stephen R. Dischler. Craig C. Babineaux. Adam J. Curry. Kyle P. Saltzman. Blaine M. Crochet. Jacob C. Roberie. Serving South Louisiana For Over 60 Years. Member of the AICPA and the SLCPA, including as a past Board Member of the SLCPA and...

dsfcpas.com

Jennifer S. Ziegler

http://www.dsfcpas.com/Partners/ziegler

Darnall, Sikes, Gardes and Frederick. Danny P. Frederick. Clayton E. Darnall. Eugene H. Darnall, III. Stephanie M. Higginbotham. John P. Armato. Jennifer S. Ziegler. Chris A. Miller. Steven G. Moosa. Joan B. Moody. Lauren V. Hebert. Erich G. Loewer III. Jeremy C. Meaux. Stephen R. Dischler. Craig C. Babineaux. Adam J. Curry. Kyle P. Saltzman. Blaine M. Crochet. Jacob C. Roberie. Serving South Louisiana For Over 60 Years. Jennifer S. Ziegler. Since earning the elite Personal Financial Specialist. Whether ...

dsfcpas.com

Danny P. Frederick, CPA

http://www.dsfcpas.com/Partners/frederick

Darnall, Sikes, Gardes and Frederick. Danny P. Frederick. Clayton E. Darnall. Eugene H. Darnall, III. Stephanie M. Higginbotham. John P. Armato. Jennifer S. Ziegler. Chris A. Miller. Steven G. Moosa. Joan B. Moody. Lauren V. Hebert. Erich G. Loewer III. Jeremy C. Meaux. Stephen R. Dischler. Craig C. Babineaux. Adam J. Curry. Kyle P. Saltzman. Blaine M. Crochet. Jacob C. Roberie. Serving South Louisiana For Over 60 Years. Danny P. Frederick. Danny focuses on creating robust, long-term client relationships...

dsfcpas.com

Eugene H. Darnall, III, CPA

http://www.dsfcpas.com/Partners/e-darnall

Darnall, Sikes, Gardes and Frederick. Danny P. Frederick. Clayton E. Darnall. Eugene H. Darnall, III. Stephanie M. Higginbotham. John P. Armato. Jennifer S. Ziegler. Chris A. Miller. Steven G. Moosa. Joan B. Moody. Lauren V. Hebert. Erich G. Loewer III. Jeremy C. Meaux. Stephen R. Dischler. Craig C. Babineaux. Adam J. Curry. Kyle P. Saltzman. Blaine M. Crochet. Jacob C. Roberie. Serving South Louisiana For Over 60 Years. Eugene H. Darnall, III. A licensed financial advisor who has earned the NASD Series ...

dsfcpas.com

John P. Armato, CPA/PFS

http://www.dsfcpas.com/Partners/armato

Darnall, Sikes, Gardes and Frederick. Danny P. Frederick. Clayton E. Darnall. Eugene H. Darnall, III. Stephanie M. Higginbotham. John P. Armato. Jennifer S. Ziegler. Chris A. Miller. Steven G. Moosa. Joan B. Moody. Lauren V. Hebert. Erich G. Loewer III. Jeremy C. Meaux. Stephen R. Dischler. Craig C. Babineaux. Adam J. Curry. Kyle P. Saltzman. Blaine M. Crochet. Jacob C. Roberie. Serving South Louisiana For Over 60 Years. John P. Armato. Membership in the AICPA and the SLCPA. Securities offered through 1s...

dsfcpas.com

Jeremy C. Meaux, CPA

http://www.dsfcpas.com/Partners/meaux

Darnall, Sikes, Gardes and Frederick. Danny P. Frederick. Clayton E. Darnall. Eugene H. Darnall, III. Stephanie M. Higginbotham. John P. Armato. Jennifer S. Ziegler. Chris A. Miller. Steven G. Moosa. Joan B. Moody. Lauren V. Hebert. Erich G. Loewer III. Jeremy C. Meaux. Stephen R. Dischler. Craig C. Babineaux. Adam J. Curry. Kyle P. Saltzman. Blaine M. Crochet. Jacob C. Roberie. Serving South Louisiana For Over 60 Years. Jeremy C. Meaux.

dsfcpas.com

Clayton E. Darnall, CPA, CVA

http://www.dsfcpas.com/Partners/darnall

Darnall, Sikes, Gardes and Frederick. Danny P. Frederick. Clayton E. Darnall. Eugene H. Darnall, III. Stephanie M. Higginbotham. John P. Armato. Jennifer S. Ziegler. Chris A. Miller. Steven G. Moosa. Joan B. Moody. Lauren V. Hebert. Erich G. Loewer III. Jeremy C. Meaux. Stephen R. Dischler. Craig C. Babineaux. Adam J. Curry. Kyle P. Saltzman. Blaine M. Crochet. Jacob C. Roberie. Serving South Louisiana For Over 60 Years. Clayton E. Darnall. Clay is a Certified Valuation Analyst (CVA) with the National As...

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DSF Wealth - Tax Optimized Wealth Management - Lafayette, Louisiana

As a provider of comprehensive wealth management services,. We enjoy shared trust through independent solutions so that you may honor the important commitments you make. With a trusted wealth management advisor as your coach, you have the expertise, discipline and confidence to create a lasting plan for future success. Learn About Tax Deductions through 401K Contributions. Tax Optimized Wealth Management. Established in 1950, Darnall, Sikes and Frederick. Sikes wins the inaugural Success to Significance ...

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