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Terrell & Associates, LLC

625 W College St
Lake Charles, LA 70605-1521

Phone:

337-474-4025

Fax:

337-474-2228

E-mail:

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Use our calculators to estimate everything from income taxes to the cost of retirement.

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Confidence For Your Future

At Terrell and Associates, we pride ourselves on being different, and as an independent financial planning firm,

we work for you, not the institutions

Terrell and Associates is a team you can trust! Our firm has been serving the people of Louisiana for more than 40 years. Our team of financial advisors work with you to provide the resources and information to help you reach your goals.

We offer a wide variety of products and services including:

Investment Management, Retirement Planning, Life Insurance, and Tax Strategies.

So, whether you are just starting a family, looking to retire, or wanting to leave a legacy, we are happy serve you.

Call us today to schedule your review!

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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How much do you need to save each year to meet your long-term financial goals?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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