• Office 4023 Ambassador Caffery Pkwy, #201, Lafayette LA 70503

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FREE CONSULTATION

SECOND OPINION
MEETINGS

Are you unsure about the investments, strategies, or plans for your retirement and legacy? If so, it's always wise to get a second opinion.

Our Investment Advisors have over 31 years of successful experience and are here to guide you every step of the way. We understand that we're not perfect, but we strive for excellence in every aspect of our fiduciary business. Our simple and friendly consultations are designed to clarify your current situation, present alternatives, and show you how our options can benefit you - all with no pressure or sales tactics. Our goal is to educate and empower you to invest properly, plan for retirement, and leave a legacy that you can be proud of.

Don't wait – reach out to us today and let us help you achieve your financial goals!

Investors who can benefit from a Second Opinion:

Here are some situations that might be concerning for your investments and financial goals:

  • You're not sure if your investments are helping you achieve your goals.

  • Your investments are all in the stock market and you're worried about the risks involved.

  • You find your investments confusing and don't understand your plan.

  • You don't know how much you're paying in fees or for your advisor's services.

  • Your retirement plan doesn't offer guaranteed income for you and your spouse.

  • You're being told to hold on to underperforming investments.

  • You're unhappy with the communication or service from your current financial provider.

  • You manage your investments on your own but want a professional opinion to make sure you're on the right track.

The Process

During this complimentary consultation, we will:

  • Understand your priorities

  • Evaluate your current financial plan's effectiveness

  • Assess your current investment methods and their performance

  • Review your investment fees and present alternatives

  • Determine your plan's tax efficiency

  • Inquire about your expectations of us regarding communication and meeting frequency

  • Identify your preferences and dislikes regarding your current situation

The Results

There are two options:


1. If your current advisors are doing a good job and representing the industry well, we will suggest that you stay with them.

2. If you're not satisfied with your current situation, we can create a new plan for you and let you decide if it's better. If you like the new plan,we will help you transition to it easily.

Get In Touch

For more than 15 years, we've been advising our clients on these exact topics. We can help you too.

Get In Touch

For more than 15 years, we've been advising our clients on these exact topics. We can help you too.

HUX CAPITAL MANAGEMENT

Headquarters

Located in Lafayette, Louisiana and primarily serving Acadiana.

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OUR LOCATION

Where to find us?

4023 Ambassador Caffery Pkwy

Suite 201

Lafayette, LA 70503

GET IN TOUCH

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Hux Capital Management - Lafayette Fiduciary Services, Financial, Investment, Annuity, Insurance, 401k Advisor

Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a SEC Registered Investment Advisor. Sub-advisory services are provided by Simplicity Solutions, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through Hux Capital Management. Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Louisiana or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

Hux Capital Management, LLC and Randy Hux are not affiliated with or endorsed by the Social Security Administration or any government agency.

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The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs.

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Copyright 2023 Hux Capital Management. All Rights Reserved.

Copyright 2023 Hux Capital Management.
All Rights Reserved.