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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

TwentyOak Financial Partners

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United States
Lafayette, LA
TwentyOak Financial Partners

Financial planning and insurance solutions providing clients with individual needs Twenty Oak and Cambridge are not affiliated.

Twenty Oak Financial Partners is an independent financial services firm founded in 2020 by longtime friends and business partners Cody Delcambre, Karl Hector, and Michael Spielmann. Their knowledge and many years of experience in financial services and insurance industries guide them in providing financial planning and insurance solutions for individuals and business owners. Twenty Oak offers an i

mpressive menu of financial planning and insurance solutions tailored to the individual and/or business owner’s needs. They understand the demand for a one-stop shop where you can feel confident knowing you are in good hands regardless of your unique needs. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research, Inc., a Registered Investment Adviser. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of. Copy and paste the link below into a window/tab to see all disclosures: https://twentyoakfp.com/

08/13/2025

This time of year brings new routines, packed calendars, and plenty of adjustments. Whether you’re juggling school drop-offs or shifting your schedule, we’re here if you need anything.

Wishing you and your family a smooth, successful start to the school year! Feel free to reach out anytime — we’re always happy to help.

07/29/2025

Keeping your best employees starts with offering the right benefits. Competitive employee benefits aren’t just perks; they’re key to boosting retention, attracting top talent, and satisfying your team.

In fact, in 2024, “pay and benefits” was the most common single reason for employees leaving their job. Health insurance, retirement plans, flexible schedules, and wellness programs all play a part in keeping your workforce engaged and loyal.

Not sure if your benefits are competitive? Our team can help you review and tailor your offerings to keep your business thriving.

07/25/2025

Do you want to secure your future and retire with confidence? With our wealth and retirement planning services, you’ll receive personalized strategies to grow your wealth and achieve financial security.

Start planning for the retirement you deserve. Give us a call today!

07/21/2025

Can you believe we’re already halfway through 2025? Time flies, and with it comes life’s changes — new jobs, growing families, major purchases, and unexpected expenses. Now is the perfect time to revisit your financial plan and ensure it still aligns with your goals.

Here are a few things that might warrant a change in financial strategy:

✅ Career changes - Promotions, job shifts, or retirement can impact your long-term strategy.
✅ Family updates - Marriage, new children, or college-bound kids may require adjustments.
✅ Major investments - Buying property or inheriting assets could shift your financial outlook.

If any of these apply to you, let’s talk! Our team is here to help you stay on track. Reach out today to schedule a review.

07/19/2025

Twenty Oak can help you manage your finances! Call us 337-232-9902

07/15/2025

The second half of the year is here — now is the perfect time to review your investments and ensure you’re on the right path toward your financial goals. A mid-year review allows us to:

✅ Assess your portfolio’s performance so far
✅ Adjust based on market trends
✅ Explore tax-efficient strategies for the rest of the year
✅ Address any changes in your financial situation

Let’s make sure you’re positioned for success. Give us a call today to schedule your review!

07/11/2025

We would love to help you make smart decisions when it comes to investments. Please call our office today. We are here for you.

07/08/2025

Every decision we make today helps shape the future we’re working toward. Whether saving for tomorrow, building your business, or investing in your goals, remember that progress takes time and is always worth it.

What’s one seed you're planting this month? Let us know in the comments!🌳

07/04/2025

Happy Fourth of July!

Today, we celebrate the freedoms we cherish and the incredible community that makes our country so special. Whether you're watching fireworks, enjoying a backyard barbecue, or spending time with loved ones, we hope your day is filled with joy and appreciation for the place we call home.

Please note that our office is closed on July 4th in observance of the holiday, but we look forward to reconnecting after the weekend.

Wishing you a safe and happy Independence Day! 🎆🎇

07/01/2025

Looking for more financial freedom? By leveraging strategies to secure your future and grow your assets, we can work to help you live life on your terms with reduced financial concerns.

Take that first step toward your financial goals today. Let's work together to create a personalized strategy that empowers you to achieve the financial freedom you deserve. Reach out today!

06/28/2025

Happy National Insurance Day! Today, we’re raising a toast (or maybe a policy binder!) to the incredible clients who make our work so rewarding. Your trust means the world to us.

Need anything? Just give us a call — we’ve got you covered!

06/25/2025

If your finances are feeling a little off track this summer, you’re not alone.

Whether you’ve got questions, need some guidance, or just want to chat about your financial goals, we’re here for you. No stress. No drama. No bank-quitting required.

Contact us today. We’re here to help.

Address

102 Asma Boulevard , Suite 108
Lafayette, LA
70508

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+13372329902

Website

https://twentyoakfp.com/

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