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of your financial future

We can help you develop a retirement-readiness strategy.

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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.

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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.

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Meet our team

Since 1999, James E. Jeansonne has been working with friends and neighbors throughout East Texas to help 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.

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