Tregre Financial

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Lafayette, LA
Tregre Financial

Tregre Financial is a Financial Planning Practice specializing in planning for Advanced Practice Professionals.

10/16/2026

Happy Boss’s Day to our Founder & Lead Advisor, Andrew!

As a team, we are so lucky to have someone leading that cares about people the way you do!

10/02/2026

Choose your fighter. 👊

We all know TJ is the one surviving the zombie apocalypse. ‍

But when the three of us team up, your financial plan is exactly where it needs to be. 😎

Different strengths. Shared mission. Helping our clients move forward with confidence.

09/25/2026

This week, we celebrate the healthcare professionals who help keep our communities healthy every day.

From caring for patients and supporting families to serving on the front lines of changing healthcare needs, Advanced Practice Providers make a meaningful impact in the lives of so many.

To all the nurse practitioners, physician assistants, certified nurse midwives, clinical nurse specialists, and certified registered nurse anesthetists in our community, thank you for your dedication, expertise, and commitment to caring for others.

Happy APP Week from the Tregre Financial team! We are honored to work with so many outstanding APPs and grateful for the trust you place in us as we help support your financial goals.

09/23/2026

Happy Birthday to TJ’s better half, Grace Falterman! 🎉

Wishing you a fantastic day filled with celebration, happiness, and all your favorite things. From all of us at Tregre Financial, we hope you have a wonderful birthday!

09/21/2026

Protecting your family isn’t just about what you can provide for them today. It’s about making sure they’re prepared for whatever tomorrow may bring.

The right financial plan can help create a stronger foundation, protect the people who depend on you, and give you greater confidence in the future.

Plan ahead. Protect what matters most.

09/11/2026

🎉 Help us wish Andrew Tregre a very happy birthday!

As Founder and Wealth Management Advisor of Tregre Financial, Andrew's dedication to serving clients and helping families work toward their financial goals continues to make a lasting impact. We’re grateful for his leadership and all he contributes to our team.

Please join us in wishing Andrew a wonderful birthday and a great year ahead! 🎂🎈

09/08/2026

Many people assume tax planning only matters if you're a business owner. The reality? Whether you're a W-2 employee or self-employed, there are opportunities to implement tax strategies throughout the year. Tax planning is an essential piece of a successful financial plan.

Whether you are analyzing active, passive, or portfolio income, planning in each area can significantly impact your overall liability. And when considered together, the impact of a cohesive, written strategy can be substantial.

Our goal isn't just to avoid surprises in April. Tax planning is an ongoing process. We consider the tax impacts of your financial decisions at each turn.

Although Tregre Financial cannot file your returns, we work closely with our clients' CPAs and accountants to help ensure their tax strategy is incorporated into their plan. This way, our clients' personal goals can come to fruition with fewer headaches.

08/29/2026

Trust falls are risky. Your financial plan shouldn't be.

While Andrew may have learned not to trust Madelyn with a trust fall, our clients know they can count on Tregre Financial for guidance through life's financial decisions.

Because when it comes to your future, having a trusted plan and a trusted team makes all the difference.

08/21/2026

APPs make important decisions all day long.

Then they come home to:

- Investment decisions.
- Budget decisions.
- Retirement decisions.
- Tax decisions.

The result?

Many people delay financial decisions not because they don't care, but because they're exhausted.

The goal isn't adding more to your plate. The goal is creating enough clarity that important decisions become easier.

What financial task have you been putting off the longest?

Let's chat about it. http://spr.ly/6187B1l8Kz

08/17/2026

The silent killer of long-term returns? Not market volatility. Tax drag. 😬

Make sure your investments outside your 401(k) are working smarter, not just harder.

Address

2008 S College Ext
Lafayette, LA
70508

Website

http://andrewtregre.nm.com/

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