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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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info@terrellandassociates.com

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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

Terrell & Associates office building with blue roof

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!

BBB Accredited Business, Rating A+ as of 01/08/18
Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Unpacking the Real Limitations on Unlimited PTO

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

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Home Affordability

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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