Understanding Today’s Financial Environment
I’m Troy Stine, a financial professional in Lake Charles, LA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (337) 474-3434.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Understanding the value of a home warranty.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
With alternative investments, it’s critical to sort through the complexity.
You’ve made investments your whole life. Work with us to help make the most of them.
Even low inflation rates can pose a threat to investment returns.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
It's easy to let investments accumulate like old receipts in a junk drawer.
$1 million in a diversified portfolio could help finance part of your retirement.