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

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The Process

OUR
APPROACH

Get to know you

We want to simply listen to you. Tell us about financial roads you have traveled. Share with us what has worked and what has not. And let us know why you are considering moving your investments/retirement to another firm.

Asset Evaluation

Once we agree to work together, we will then do a deep dive on your currently investments and holdings to determine their value, their costs, and any alternative investments that will enhance your investments and retirement plan. We will share all of our analysis of what you have with transparency. When you leave our office, our goal is that you will have a clear understanding of what you have, and the path you are headed.

Retirement plan presentation

After an evaluation of your goals, needs, and assets you currently have, we will present you with an alternative plan and strategy. It will be focused on financial preservation, proactive management of your investments and guaranteed income. If you like what you see, tell us and we will implement your customized plan for you.

Follow up on Monitoring your portfolio

After we implement your plan, get ready, because now we will begin our servicing process. This includes an evaluation of your assets with us and handling any revisions, if necessary. At a minimum, we will have one annual review with you. Although we will most likely have several conversations with you throughout the year, you will never need to worry about whether or not you can reach us. Whether at night or on weekends, we are available to help you.

The Process

OUR
APPROACH

Get to know you

We want to simply listen to you. Tell us about financial roads you have traveled. Share with us what has worked and what has not. And let us know why you are considering moving your investments/retirement to another firm.

Retirement plan presentation

After a full evaluation of your goals, needs, and assets you currently have, we will present you with an alternative plan and strategy. It will be focused on financial preservation, proactive management of your investments and guaranteed income. If you like what you see, tell us and we will implement your customized plan for you.

Asset Evaluation

Once we agree to work together, we will then do a deep dive on your currently investments and holdings to determine their value, their costs, and any alternative investments that will enhance your investments and retirement plan. We will share all of our analysis of what you have with total transparency. When you leave our office, you will have a clear understanding of what you have, and the path you are headed.

Follow up on Monitoring your portfolio

After we implement your plan, get ready, because now we will begin our servicing process. This includes daily evaluation of your assets with us and handling any revisions, if necessary. At a minimum, we will have one annual review with you. Although we will most likely have several conversations with you throughout the year, you will never need to worry about whether or not you can reach us. Whether at night or on weekends, we are always available to help you.

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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Copyright 2023 Hux Capital Management. All Rights Reserved.

Copyright 2023 Hux Capital Management.
All Rights Reserved.