Wealth Management & Personal Financial Planning Services

Gain Financial Success

Do you ever ask yourself these questions:

• When can I retire?
• How can I afford to send my kids to college?
• How should I invest my money?
• What is the best way to get out of debt?
• How much can I afford to spend?
• How do I become financial independent?

We want to help you answer these questions and achieve financial success. Financial success starts by establishing a vision, setting financial goals, and making intentional decisions that move you toward achieving your goals.

Do you want to live an extraordinary life? If so, it doesn’t just happen to you. You need a plan to show you what is possible and provide you with a roadmap for how to achieve it. With a comprehensive personal financial plan, we can help you discover and achieve your personal financial goals and get you on the road to living an extraordinary life.

At DeBlanc Wealth Management, our team of Certified Financial Planners, Personal Financial Specialists, and Certified Public Accountants are here to help educate and empower you to take control of your personal finances so that you can live life with passion and purpose. As a fiduciary, our primary objective is to help you achieve financial success.

We work with individuals and families to help them build wealth, protect their financial future, and create a legacy for the next generation.

Our Process

Introduction

During this short meeting, we learn more about each other to see if we’re the right fit.

Discovery

We seek to learn more about you, your family, your finances, and your vision for your financial future.

Preparation

We collect, compile, and collate information, then get to work preparing your customized financial plan.

Plan Presentation

We present the plan and our recommendations for how you can achieve your goals.

Execution

We help you act on the recommendations that we agreed to in the plan.

Follow-Up

We answer your questions, make any necessary adjustments to the plan, and monitor your progress.

Areas of Focus

We can help you with:

• Retirement planning
• Advanced income tax planning
• Investment planning and management
• Goals and lump-sum purchase planning
• Education planning
• Cash-flow management
• Debt management
• Insurance planning
• Estate and gift planning
• And more...

Our Investment Philosophy

We believe markets are efficient. We don’t try to predict the future or pick winners and losers. Instead, we rely on Evidence-Based Investing—using empirical data to support our investment strategy.

We believe in focusing on the things we can control, like tax efficiency, low cost, and diversification. We invest in a basket of low-cost, tax-efficient, globally diversified funds representing the global marketplace.

We build custom portfolios designed to align with your personal financial plan and your short-term, intermediate, and long-term goals.

Why Choose DeBlanc Wealth Management?

DeBlanc Wealth Management LLC is a Registered Investment Advisory firm. We are fiduciaries and are required by law to always act in your best interest. We believe what’s best for our clients is best for us in the long run.

DeBlanc Wealth Management is backed by its sister company, DeBlanc, Murphy and Murphy, LLC, a full-service Certified Public Accounting firm with a 40+ year legacy of expertise in tax, audit, business advisory, bookkeeping, and personal financial planning. We have the capabilities and connections to meet all your financial service needs, both now and in the future.