COMMUNITY WEALTH STRATEGIES, LLC
Community Wealth Strategies, LLC offers all-encompassing services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial management, we have done our job. From managing your wealth to planning for your family’s future, Community Wealth Strategies, LLC is one of Lafayette’s all encompassing financial services firms.
Whether you are a veteran of success or are just starting to manage your portfolio, Community Wealth Strategies, LLC can help you plan your goals and manage them over time.
WE HELP YOU SET VIVID GOALS SO YOUR FUTURE IS IN YOUR CONTROL
Our Personal Planning process analyzes four key components of your personal finances: insurance, cash flow, assets and liabilities. Our process is designed to plan that these components are moving in a coordinated, integrated manner.
Years of experience have prepared us to guide you through life's transitions.
Our Business Planning process is designed to manage the value of the business over time and transfer that value to your personal balance sheet. The process focuses on four core areas: insurance, cash flow, employee retention and exit strategies.
Shane Mayeux is the founder of Community Wealth Strategies, LLC. With over 20 years of experience in the financial service industry, Shane has had the privilege of sharing his vast knowledge and helping guide his clients along their unique path to achieving their desired goals. Whether an individual is on a solitude journey, a family with newly extended family considerations or a business desiring to develop benefit packages to attract and retain top talent, Shane understands these challenges. He has the experience to be the sound advisor and help bring confidence along the way.
How Retirement Spending Changes With Time