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Who We Serve

If you are seeking guidance and advice for your financial future and need a plan to achieve your financial goals, schedule a meeting with us and we will be glad to discuss your unique situation.

Pre-Retirees

Pre-Retirees

Many people in Southeast Louisiana and Mississippi who are still working and saving in their 401k but approaching retirement, care deeply about their financial future. We are here to help those who work hard and are seeking advice by developing a plan for their next steps after retirement.  For these clients, we try to identify their specific needs in retirement and determine how to reach their goals while there is still time to make an impact. Following the plan is crucial for these clients, in terms of income requirements, legacies and lifestyle goals.  

Retirees

Retirees

Are you a retiree and worried about market fluctuations? Will you need income while maintaining preservation of principal? We work carefully with retirees in the South Louisiana/Mississippi region who have built their wealth from working hard all their lives and are concerned about making it last a lifetime. Our focus is principal protection, while providing income and not subjecting their assets to inappropriate risk. The diversified portfolios we offer consider the potential for downside risk. We assess the current needs of retirees such as Required Minimum Distributions, tax planning/minimization strategies and regular distributions and structure their portfolios considering estate and family needs. 


Growing Families

Growing Families

Most young families and couples along the Gulf Coast who are building wealth don’t know where to begin in the investment/saving process. We can develop a plan of action to help build wealth over time to meet the many goals of a young family starting out, by adhering to a long-term plan and increasing the investment as family income grows. We help the young, serious investor who understands the growth potential of investing for the long term by preparing them for different financial goals at every stage of life.  A portfolio leaning towards equities of the greatest companies of the world is how we achieve financial growth.  


5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.