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.

06/08/2026
There's a crossover moment every long-term investor experiences, and it can change how you think about money forever.It'...
06/05/2026

There's a crossover moment every long-term investor experiences, and it can change how you think about money forever.

It's the point at which your total investment earnings exceed your total contributions, meaning your portfolio is now doing more work than you ever did.

As this chart shows, it doesn't happen overnight. In year 5, earnings are barely visible. But by year 25, earnings have pulled ahead.

The most powerful financial decision you can make isn't picking the right investment. It's staying committed to your strategy long enough to reach that crossover.

Where are you on this chart? Drop a year or decade in the comments.

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!

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.

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

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