John Sirois

Title: Attorney and Certified Financial Planner
Phone: 985-580-2520
Fax: 985-580-3324
Email: john@jsiroislaw.com

 

John Sirois, Houma Estate and Elder Law Attorney

 

John is an attorney whose practice primarily handles estate planning, successions, Medicaid and long-term care planning, and special needs planning.  Through his understanding of the complex tax laws involving retirement planning and estate planning as well as his knowledge of investments, wealth preservation, and Louisiana Law, John is one of the few Louisiana practitioners with the credentials, experience and ability to understand your entire financial planning “big picture”. 

John graduated from Nicholls State University with a bachelor's degree in business and a master's degree in business administration.  He received his law degree from Tulane School of Law and is admitted to the Louisiana Bar.  In addition, John received the Certified Financial Planner designation from the College for Financial Planning.

John applies his knowledge of investments, retirement distributions, estate taxation and financial planning to help his clients plan for a smooth, tax efficient transfer of their estate.  Customized plans are designed and implemented according to his clients' needs and concerns.

 John has spoken to various groups and teaches courses at Nicholls State University covering investments, retirement planning, TRSL, LASERS and DROP planning, IRA distributions, long term care/Medicaid planning, and estate planning.  In addition has appeared as a guest speaker at Money Watch Live and has taught continuing education courses for attorneys, financial planners, CPAs and insurance agents.   He is the author of The Louisiana Retirement and Estate Planning Handbook which covers various Louisiana specific planning issues, pitfalls to avoid, and clears many misconceptions Louisiana residents often have regarding retirement and estate planning. 

Education

Tulane University:  Juris Doctor

Nicholls State University:  Masters of Business Administration

Nicholls State University: Bachelors of Science-Business

College for Financial Planning: Certified Financial Planner Curriculum

Wharton School of Business: Certified Investment Management Analyst

Institute of Certified Investment Management Consultants:  CIMC

Contact John at 985-580-2520 or john@jsiroislaw.com

Click here to order a copy of John's book, Louisiana Retirement and Estate Planning.

Contact Estate and Elder Law Attorney and Certified Financial Planner,

John Sirois at 985-580-2520

or by email - john@jsiroislaw.com

1356B West Tunnel Boulevard

Houma, Louisiana, 70360

by Appointment in Metairie

One Galleria Boulevard, Suite 735

Metairie, Louisiana 70001

Check the backgroud of this investment professional on FINRA's BrokerCheck

Serving Houma, Thibodaux, Metairie, Kenner, New Orleans, Jefferson, St. Charles, Luling, Lockport, and Surrounding areas.

DISCLAIMER The materials and information contained on this web site are intended to provide information (not advice) on estate and retirement planning issues. You should not act upon this information without consulting with competent financial, tax and legal advisors. All financial, retirement and estate plans should be individualized. Transmission and receipt of materials provided by this website is not intended to create an attorney-client relationship. Sending e-mail to this firm or to an attorney at this firm will not create an attorney-client relationship. Please note that e-mail transmissions are NOT secure, therefore confidentiality cannot be assumed. This web site is not intended to be advertising and we do not wish to represent anyone desiring representation based upon viewing this web site in a state where this web site fails to comply with all laws and ethical rules of that state. This is meant to be informational only and consistent with our profession's obligation to help inform our clients and the general public. Neither John E. Sirois, Raymond James Financial Services, Inc. nor John E. Sirois, A Professional Law Corporation is responsible for the consequences of a particular transaction based on the contents of this web site. The information has been obtained from sources considered to be reliable, but we do not guarantee that the forgoing material is accurate or complete. Any opinions are those of John Sirois and not necessarily those of Raymond James Financial Services. Expressions of opinion are as of this date and are subject to change without notice.