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Giving Back: Our Commitment to Family, Community, and Causes We Care About

Just as we're committed to our clients, we're dedicated to our community. As your neighbors in Lake Charles, we understand the unique challenges and opportunities our community faces, and we're passionate about doing what we can, when we can, to give back.

The Stine Family Legacy of Giving

The Stine Family Legacy of Giving

As part of the Stine family, we're woven into the fabric of Lake Charles' community and we’re proud to carry that on at Stine Tax and Wealth Management. This deep connection to our community drives our passion for philanthropy and community service.

How We Give Back

How We Give Back

Our service-oriented nature doesn't stop at financial planning—it extends into every aspect of our lives, including how we support and give back to the community where we live and work.
Here are some ways we strive to make a positive impact:

Charities We Support:

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

  Holden's Hope  

  Holden's Hope  

Holden's Hope is particularly special to us — it was established by members of the Stine family after a devasting loss. Their mission is to support families of infants who have long medical stays in the hospital and families coping with miscarriages, stillbirths or the loss of an infant.

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  St. Jude   

  St. Jude   

We believe in investing in the future, and there's no better investment than in the health and well-being of children. St. Jude Children's Research Hospital leads the way in treating and defeating childhood cancer and other life-threatening diseases.

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  Catholic Charities  

  Catholic Charities  

Our Christian faith guides us and drives us. We’re proud to support Catholic Charities of Southwest Louisiana which provides vital services to our local community, including emergency assistance, food pantries, and disaster relief.

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  Susan G. Komen  

  Susan G. Komen  

The Susan G. Komen Breast Cancer Foundation is dedicated to saving lives and ending breast cancer forever. We’re passionate about supporting their comprehensive efforts to help fund breast cancer research, treatment, education and community health programs for breast cancer patients and survivors.

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  New Life Counseling  

  New Life Counseling  

New Life Counseling provides family planning services to women in our community who are pregnant but may be facing other challenges as well. We’re proud to attend their annual banquet to show our support for their crucial work.

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Man standing on mountain top

Join Us in Making a Difference

We invite our clients and community members to join us in our mission to give back. Whether it's participating in our annual walk, volunteering at a local charity event, or simply spreading the word about important causes, every action counts.

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Our Family’s Story of Hope

Like everyone else, we're familiar with loss and hardships. Every year, Troy Stine and his brother participate in the Annual Hope Forever 5k & 1 Mile Race to honor Troy's nephew, Holden, who came into the world early and left it way too soon. This annual event organized by Holden’s Hope, our family’s non-profit organization, is a testament to our commitment to turning personal tragedy into a force for good in our community.

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Let’s start planning your future so you start enjoying it.

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Ready to focus more on living in the moment and less on worrying about your finances?