Goff Wealth Management

Apex Capital Management is a financial planning and Registered Investment Adviser headquartered in Lafayette, LA. We provide fee-only financial planning services and investment advice. We work with people of all ages from all walks of life. Our services to help you reach your goals include: a second opinion on current financial planning and investments, advice on employee stock options, an analysis of insurance needs, asset and investment management, cash-flow expense planning, college funding strategies, estate planning, long-range and life-style planning, lump-sum distribution advice and retirement planning strategies.

We’ve designed, modified, tweaked and perfected an investment process our clients profoundly appreciate. Education and effective and frequent communication are key to understanding your investment portfolio and ultimately reaching your goals. We spend a lot of time educating clients on markets and the economy. Most importantly, Godley absolutely loves what he does for a living, which automatically translates into a better experience for clients. Our goal is to give clients comfort and peace of mind, particularly when the unexpected occurs. We’re a comprehensive financial services firm, offering many types of investments.

Eleser Financial is a financial planning firm in Lafayette, LA. They have been in business for 5 years and offer a wide range of financial services to help their clients achieve their financial goals. Their services include: * Portfolio analysis and asset allocation * Investment selection * Retirement income planning * Social security optimization * Pension analysis * 401(k) analysis * Risk management * Estate planning * Will preparation * Trust creation and management * Beneficiary designations * Power of attorney * Charitable giving * Business succession * Business and commercial insurance Eleser Financial is committed to providing their clients with the best possible financial advice and services.