Financial Planning to Protect Your Family

Serving the communities of Acadiana

Services Provided

FINANCIAL SERVICES

ANNUITIES, IRA, SEPP ACCOUNTS, ROTH IRA, SIMPLE 401(k), RETIREMENT ROLLOVERS AND TRANSFERS, ALLOCATION CONSULTATION, WEALTH MANAGEMENT

PERSONAL/BUSINESS SERVICES

ACCOUNTING, PAYROLL FUNCTIONS, TAX PREPARATION AND PLANNING, CONSULTING, NOTARY PUBLIC

INSURANCE: PERSONAL LINES

LIFE, ACCIDENT & HEALTH, HOME, AUTO, UMBRELLA, FARM LIABILITY, RENTAL OWNER, RENTER’S

INSURANCE: COMMERCIAL LINES

GENERAL LIABILITY, BUSINESS OWNERS, WORKER’S COMP, AUTO, EQUIPMENT FLOATERS

Testimonials

“Renae helped to put us on the path to financial freedom by explaining ways to save money on insurance and taxes. She was professional and thorough regarding planning for our future.”

“Making sure my family was protected if something happened to me was paramount. She not only made obtaining my life insurance easy; she also helped to put forth a plan for saving for the college education of my kids. Loved working with her!”

“Tax planning and setting up a retirement account were great needs for me as a sole proprietor. Renae was able to counsel me on ways to maximize my tax expenditures as well as establishing a SEPP account for me. I trust and look forward to her guidance each year on these issues.”

“I’ve used her tax preparation services for more than 20 years now and I am thankful for the time she takes to explain options with us and go over any changes that may have occurred during the year. She is willing to meet when it is convenient for my schedule and that means a lot to me.”

“We were looking for a new homeowner’s policy after Hurricane Delta caused our company to drop us. Renae came out and surveyed the home, bid out the property and came back with a proposal that was comprehensive and affordable.”

Renae Stanford Financial Planning provides expert financial services and personal/business support in a personalized manner. With a strong focus on insurance, retirement planning, and tax strategies, we offer comprehensive solutions including IRAs, 401(k) management, annuities, and wealth management. Our services extend to accounting, payroll, and notary public. Dedicated to ensuring your financial security and independence, Renae personally assists in navigating insurance options, tax planning, and retirement setups tailored to individual needs. Celebrating over two decades of trusted advisory, Renae Stanford is your partner in building a secure financial future.

About Renae

I have always had an entrepreneurial spirit, and after working in both private industry and governmental accounting, I knew it was time to pursue my passions. In the summer of 2000, I launched my financial services firm, Stanford & Associates. I love assisting my clients on the journey to becoming financially independent.

It all begins with a foundation of insurance and adds layers of protection and structure to assure financial security for families. It is like a giant puzzle! And, forming a personal relationship with each customer allows me to understand their financial needs, thereby doing my job more effectively.