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Micah Moscovis, Special Needs Planner, Magnolia Wealth Strategies

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Lafayette, LA
Micah Moscovis, Special Needs Planner, Magnolia Wealth Strategies

ChFC®, ChSNC™
Special Needs Planner
Financial Planner I am licensed to sell securities in Louisiana and Mississippi. member SIPC (www.sipc.org).

As a proud Louisiana native, my mission is to help Louisiana families develop financial objectives, and achieve those objectives through various financial products and investment services that are designed to meet the needs of present and future generations. My goal is to help identify and educate clients on common hazards so that families are empowered to make informed decisions ensuring that success and prosperity can be achieved. I am a registered representative of and offer securities, advisory services and financial planning through MSI Financial Services, Inc. Supervisory Address: 3838 N. Causeway Blvd., Suite 3400, Metairie, LA 70002 (504)613-2000. I am licensed to sell insurance products in Louisiana, Mississippi, Tennessee, and Texas. As parents of a beautiful ten year old girl who has special needs, my wife of 14 years and I advocate for community inclusion for all people with diverse abilities. Additionally, I am in a unique position, as a Special Care Planner, to serve parents and individuals who need to preserve government benefits to supplement their current standard of living throughout their lifetime.

10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

10/22/2026

The best financial lessons often start at home. As Halloween approaches, consider using candy budgets, costume spending, or trick-or-treat rewards as opportunities to teach children healthy money habits.

This Halloween, candy as currency can become a lesson on budgeting, market value, even taxes. This article covers suggested lessons parents can teach kids.

10/08/2026

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money management, budgeting, and making choices that align with priorities.

09/24/2026

Getting ahead of year‑end financial decisions can help reduce stress and create clarity. A quick check‑in now can make a big difference later. Let’s connect.

09/10/2026

Back‑to‑school isn’t just for kids. It’s a great time to get back to the basics of financial protection — life insurance, income protection, and more. A quick reset can help make sure your strategy is still on track. Let’s look together.

08/27/2026

Turning 18 is a big milestone. It also brings important changes many families don’t realize — like parents losing access to medical and financial information. This article walks through a few important forms to consider and why they matter. And if you’d like help taking the next step, I can connect you with trusted legal professionals in our community.

https://bit.ly/4i30ZhL

08/17/2026

Age 18 is an important milestone for a person with a disability and their family. Understanding the available options—and choosing the least restrictive option that meets the person’s needs—is an important part of planning for adulthood.

Families Helping Families is a network of family-directed resource centers across Louisiana that helps individuals with disabilities and their families find information, resources, and support.

This helpful information comes from Families Helping Families in Region 7, and families here in the Acadiana area have their own local resource: Families Helping Families of Acadiana. They can be reached at 337-984-3458.

🎓 Is your child turning 18 soon?
This is a big milestone for youth with disabilities and their families. Our guide shares important information about decision-making, education rights, transition planning, and supports to consider before age 18.

📞 Need help? Call Families Helping Families Region 7 at 318-226-4541.

Address

102 Versailles Boulevard, Ste 120
Lafayette, LA
70501

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 4pm

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