Financial Wellness
Financial Wellness Benefits
At Credence Insurance & Financial Services, your trusted financial advisor in Lafayette, LA, our goal is to empower every client with the clarity, confidence, and protection needed to build a secure financial future. Financial wellness goes beyond budgeting it is the foundation for long-term stability, generational wealth, and peace of mind. Through expert guidance, comprehensive financial planning services, and education, we help individuals and families understand their financial options, make informed decisions, and create strategies that support both their present needs and future goals. Whether you're planning for retirement, protecting your family through insurance, or developing a stronger money mindset, Credence provides the tools and support to help you thrive financially.
Key Benefits of Financial Wellness
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Financial Clarity & Direction
Learn practical strategies to manage money, eliminate debt, and build generational wealth with confidence and purpose.
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Improved Money Mindset
Receive one-on-one expert guidance that helps reshape financial habits, strengthen decision-making, and support long-term growth.
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Stress Reduction & Emotional Relief
Understand your insurance and retirement options clearly so you can protect your income, safeguard your family, and enjoy a more comfortable future.
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Future Protection & Stability
Ensure your lifestyle and loved ones are protected through thoughtful planning, including life insurance, disability coverage, and long-term security strategies.
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Generational Wealth Building
Create a financial plan that supports not just your goals—but the goals of those who come after you.
Meet Tonya Wiltz: Your Financial Advisor for Financial Planning Services in Lafayette, LA
Tonya Wiltz, a dedicated financial advisor in Lafayette, LA, and owner of Credence Insurance & Financial Services, brings over 21 years of experience as an educator to her work in the insurance and financial services industry. Her career has been built on helping people make informed decisions, and now she extends that same dedication to the Lafayette, LA, community through personalized insurance and financial planning solutions.
At Credence Insurance, Tonya focuses on empowering individuals and families to protect what matters most. From life insurance and disability coverage to annuities and comprehensive financial planning services, she helps clients build generational wealth, plan for retirement, and navigate life’s unexpected challenges with confidence.
Tonya believes that insurance and financial planning are not just about policies and numbers—they’re about creating security, peace of mind, and opportunities for a brighter future. Her hands-on, educational approach ensures that every client understands their options and feels confident in the choices they make, whether it’s protecting their family, safeguarding assets, or preparing for life’s uncertainties.
With Credence Insurance & Financial Services, Tonya Wiltz continues her lifelong mission: guiding the Lafayette, LA, community toward financial stability, long-term growth, and a sense of security that allows them to focus on what truly matters in life.
Schedule a Consultation for Comprehensive Financial Planning Services Today!
Let us help you plan and secure your financial future with trusted guidance from a local financial advisor serving Lafayette, LA and surrounding areas
