Take Charge
of your financial future
We can help you develop a retirement-readiness strategy.
Get Started In
3 Easy Steps
Discover
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
Evaluate
Using the Jeansonne Financial process, we’ll examine your current financial situation and determine your retirement needs.
Plan
Receive a custom strategy to help you reach your unique retirement goals.
Today’s retirement is different.
It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.
Meet our team
James has been in the financial industry since 1999. Since founding his firm in 2010, James E. Jeansonne has been helping friends and neighbors throughout East Texas meet their financial goals.
James E. Jeansonne, CFP®
Owner | Financial Advisor
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
