Positioning Your Future

The decisions you make now, will impact your retirement.
We are here to guide you along the way.

Meet Our Founder

Southwest Louisiana native, David Meche, attributes the passion for his career to his southern roots. His greatest pride is helping the members of the Lafayette community, which he holds near and dear to his heart. The people of his hometown genuinely care for others, which is a trait that David adopted early on in life and has been the core foundation of the work that he has dedicated his career to providing to clients.

David Meche describes himself as a financial coach, guiding his peers through the uncertainty of market fluctuations including all-time low interest rates and overall market losses. His main objective is to be an educator of choices, providing his clients with an understanding of all options that will lead to a more certain and comfortable future. Clients come to David with a variety of concerns, ranging from ‘can I retire?’ to ‘how much income can I receive in…

Meet David

Upcoming Events:

November, 29

Secure Your Financial Future

6:00 PM | SNO’s Seafood |

Financial Services We Can Offer You

To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.

Annuities

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Life Insurance

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Income Planning

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Asset Protection

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Social Security Optimization

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Tax Minimization

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