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    • Our Sister Company
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Planning for Wealth, LLC

Planning for Wealth, LLC

Fee Only Wealth Management firm in Louisiana

  • Who We Are
    • Meet Our Team
    • Our Sister Company
  • What We Do
    • Investment Management
    • Financial Planning
  • Educational Resources
    • Financial Topics
    • Financial Calculators
    • Helpful Links
  • Get in Touch
  • Client Center
    • Schwab Login
    • Financial Dashboard Login

Our Sister Company

At Planning for Wealth, we know that a truly comprehensive plan includes expert guidance for all areas of your financial landscape, from your investments to your tax returns. Taxes can be one of the most mystifying components of your financial plan, which is why we’ve partnered with our sister company, Hulsey, Harwood & Sheridan. For our clients with additional accounting needs, we’re proud to refer you to this dedicated team of CPAs and tax consultants. We want you to have all the resources you need for your peace of mind, and this seasoned team of experts provides unparalleled attention to detail and personal service.

As your trusted advisor for all things financial, we know that taxes play a significant role in your wealth management. You need someone you can count on to examine the details of your day-to-day finances and help you make wise decisions that help you in the future. Whether you’re filing your first tax return as a business owner or you need additional support with your annual income review, the team at Hulsey, Harwood & Sheridan will take time to answer your questions, provide reliable advice, and make sure you have complete peace of mind about your tax and accounting needs.

If you already have a trusted CPA, that’s fine, too. We’re happy to partner with your trusted professionals and coordinate the big-picture plan as we serve you with your investment and wealth management needs.

Learn More

1900 Roselawn Avenue
Monroe, LA 71201

383 Highlandia Drive
Baton Rouge, LA 70810

Monroe: 318-340-0324
Baton Rouge: 225-938-0608
info@pfwllc.com

Schedule a Meeting

Who We Are

  • Meet Our Team
  • Our Sister Company

What We Do

  • Financial Planning
  • Investment Management

Educational Resources

  • Financial Calculators
  • Helpful Links

© 2023 Planning for Wealth
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