Senior Portfolio Manager
VP | LPL Financial Advisor
VP | LPL Financial Advisor
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
Our Acadiana Team
AVP | Operations Manager
Registered Client Services Specialist
Our Northshore Team
VP | LPL Financial Advisor
Sales Assistant
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
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.
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
A gap analysis can help you see if you’re still on track to pursue your financial goals.
