• Home
  • About Us
    • Beau Beaullieu
    • Shawn P. Harrison
    • Jeremy Callegan
    • Chase Buteaux
    • David W. Briley
    • Jason Dickerson
    • Mitchel Pertuit
  • Services
    • 401(k) Services
    • Fiduciary Services
    • Executive Benefits
    • Financial Wellness For The Workplace
    • Wealth Management
  • Blog
  • Login
    • Voya 401k Access
    • John Hancock 401k Access
    • Empower 401k Access
    • Fidelity 401k Access
    • American Funds 401K Access
    • Access Your Brokerage Account
    • RSG 401k
    • July 401k
    • Nationwide
    • Pelican PEP Access
  • Contact Us
  • Check Us Out on Broker Check
  • Home
  • About Us
    • Beau Beaullieu
    • Shawn P. Harrison
    • Jeremy Callegan
    • Chase Buteaux
    • David W. Briley
    • Jason Dickerson
    • Mitchel Pertuit
  • Services
    • 401(k) Services
    • Fiduciary Services
    • Executive Benefits
    • Financial Wellness For The Workplace
    • Wealth Management
  • Blog
  • Login
    • Voya 401k Access
    • John Hancock 401k Access
    • Empower 401k Access
    • Fidelity 401k Access
    • American Funds 401K Access
    • Access Your Brokerage Account
    • RSG 401k
    • July 401k
    • Nationwide
    • Pelican PEP Access
  • Contact Us
  • Check Us Out on Broker Check

Archives

Author Archive for: "dbriley"
Home » Archives for David Briley
 Navigating Retirement Plans During Tax Season: A Guide for Business Owners
0
By David Briley
In Uncategorized
Posted February 7, 2025

Navigating Retirement Plans During Tax Season: A Guide for Business Owners

As tax season approaches, business owners have a unique set of responsibilities and opportunities regarding their employer-sponsored retirement plans. Proper management of these plans can not [...]

READ MORE
Lafayette, LA | New Iberia, LA | Thibodaux, LA | Sour Lake, TX
COSOURCE FINANCIAL GROUP, LLC | P.O. Box 51305 | Lafayette, LA 70505 | Toll Free: (877) 401-K911 | Local: (337) 606-9860

Avantax is a distinct community within Cetera Wealth Services LLC. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://ceterawealthservices.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Important Information and Form CRS | Business Continuity | PRIVACY POLICY | SITEMAP
Powered by Comit Developers. All Rights Reserved. ©2026 CoSource Financial Group, LLC