01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially personalized plan. It is crucial to create a financial plan that suits your needs now, and that plans for the future, in a tax efficient manner.

Products & Services

 

Retirement Planning

  • Traditional IRA
  • Roth IRA
  • SEP Plans
  • SIMPLE Plans
  • Roth

 

Investment Planning

  • Asset Allocation
  • Traditional Brokerage
  • Establish And Monitor Tolerance For Risk
  • Investment Tax Management

 

Investment Advisory Programs

  • Professionally Managed Portfolios
  • Separately Managed Accounts

 

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Our Acadiana Team

Our Northshore Team

We take pride in providing our clients with superior service. Our diverse team will work with you to develop and implement a plan that will help you to pursue your financial goals.

Blogs

How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy. 1 That means that about 81% of us 1 aren’t working with a viable understanding of our own life expectancy. Let’s explore how understanding longevity could create a positive impact in your retirement planning. What is longevity literacy? Longevity literacy refers to your knowledge about expected...
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud. 1 There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023. 2 And whether or not you’ve seen these cons in action, they don’t look the same today as they did even a year ago. 2 They’re becoming more personalized and harder to detect...
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One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for a low cost, it can also be the most overlooked. Most people don’t consider it because they think they have plenty of liability coverage in their homeowners and auto insurance policies.