We can help assess your financial picture and provide a roadmap to your overall risk preferences.
David J. Tauzin, is the President of Tauzin Wealth Management and is an Investment Advisor Representative with Gradient Advisors, LLC. As a fiduciary, David is held to a standard to act in the best interest of each client.
Since starting his career 20 years ago, David has expanded his services to include both insurance and financial services. His main focus is working with pre-retirees and retirees to build a financial plan that may enable them to enjoy retirement the way they have envisioned it.
Tauzin Wealth Management utilizes Social Security Maximization, Investment Planning, Risk Management, Income Planning, Retirement Planning, Annuities, Life Insurance and Estate Conservation strategies to help optimize your retirement planning goals.
We start by clarifying our fee structure and explaining the different ways we can help. We will complete a financial discovery with you to learn more about your individual situation. In this process,
We will evaluate whether your investments are in line with your goals and risk tolerance.
After that, we help analyze your financial situation — income, expenses, liquidity needs, and retirement goals — and then help you create a retirement income plan that is unique to your retirement goals and risk tolerance..
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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to help achieve them.
1340 West Tunnel Boulevard, Houma, Louisiana 70360, United States
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
David J. Tauzin offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Tauzin Wealth Management, LLC is not a registered advisor and is not an affiliate of Gradient Advisors, LLC. Insurance products and services are offered through David J. Tauzin, independent agent. Tauzin Wealth Management, LLC, David J. Tauzin, and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. All written content on this site is for information purposes only. Opinions expressed herein are solely those of David J. Tauzin, and our editorial staff. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State(s) David J. Tauzin, is registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. Copyright © 2020 Tauzin Wealth M - All Rights Reserved.
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