Stine Tax & Wealth Management

Stine Tax & Wealth Management Helping clients grow and protect wealth through personalized investment management, tax strategy, legacy planning, and retirement income distribution

Stine Financial Group can help you design a comprehensive, individualized plan based on your needs, your circumstances, your financial goals and your dreams for the future. Your plan will take into account all the variables and all the options to help improve your savings, investments, benefits, insurance policies, retirement distributions, social security payout, and every other part of your reti

rement portfolio

Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.

06/02/2026

🎓 Do you have college students who are home for the summer? Or future college-bound children? Summer is a great time to talk to them about money!

đź’¬ Whether it's learning to budget, building credit, or understanding paychecks, a little financial education at home sets the stage for smart choices later.

🤝 Parents + students: Let's use this time to help build habits that last well beyond graduation. Reach out today or tag a friend below!

05/28/2026
Please join us in congratulating Cooper Williams from our Client Service Team on graduating from McNeese State Universit...
05/22/2026

Please join us in congratulating Cooper Williams from our Client Service Team on graduating from McNeese State University today!

Cooper’s dedication, hard work, and positive attitude have already made such an impact on our team, and we are incredibly proud to see him achieve this accomplishment. We know this is only the beginning of many great things ahead.

Congratulations, Cooper! Your Stine Advisors family is cheering you on every step of the way! 💙💛

In observance of Memorial Day, our Lake Charles and Lafayette offices will be closed on Monday, May 25, 2026. We will r...
05/22/2026

In observance of Memorial Day, our Lake Charles and Lafayette offices will be closed on Monday, May 25, 2026. We will resume normal business hours on Tuesday, May 26, 2026.

We hope you all have a safe and enjoyable holiday weekend as we honor and remember those who served.

Giving someone durable power of attorney is an important step in making sure your end-of-life wishes are fulfilled. But ...
05/21/2026

Giving someone durable power of attorney is an important step in making sure your end-of-life wishes are fulfilled. But it’s not just an estate planning tool. Accidents can happen and drafting a DPOA can help ensure your affairs are taken care of if you’re ever mentally or physically incapacitated.

05/11/2026

Here’s a thought…
“Estate” isn’t just about assets; it also involves thoughtful preparation for how responsibilities and decisions may be handled in the future. Whether you're outlining your wishes or reviewing existing strategies, TODAY is a great time to reflect on what matters most.

Have you also considered…
đź’­ Updating your will
đź’­ Considering powers of attorney
đź’­ Exploring strategies for future generations
đź’­ Aiming to reduce potential stress for loved ones

Everyone’s situation is unique. Work with your team of professionals today!

Happy Mother's Day from our Stine Financial Family to yours.
05/10/2026

Happy Mother's Day from our Stine Financial Family to yours.

Address

800 Ryan Street Suite 200
Lake Charles, LA
70601

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

Telephone

+13374743434

Website

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