357 Del Sol East,
We serve people in the Southern Mississippi and Louisiana area, who are approaching retirement and who work hard and care deeply about their financial future. People who are committed to working with us to develop a personalized plan and stick to it in good times and bad times. For these clients, we work to identify their specific needs in retirement and develop a plan to achieve those needs while there is still time to make an impact. Our plan will address the client’s income requirements, lifestyle goals and legacies they wish to leave. Following the plan is crucial for these clients to be successful in reaching their retirement goals.
We serve those already retired who are worried about market fluctuations and the effect these ups and downs might have on their savings. Designing a plan that balances the need for current income, while preserving principal, is essential to those already retired. We work carefully with retirees who have built their wealth from working hard all their lives and who want to be sure they won’t run out of money. Our focus is seeking principal protection while providing income and not subjecting their assets to inappropriate risk. The portfolios we design are diversified to soften potential downside risk. It is important to assess the current needs of retirees such as Required Minimum Distributions (RMDs) at age 72, tax planning strategies and automatic monthly withdrawals. We structure portfolios considering the client’s estate and family needs.
We serve young people who are building wealth and don’t know where to begin with the investment process. Our focus is to develop a plan of action to build wealth over time to meet their live goals. Whether you’re single or starting a family, adhering to a long-term plan and increasing the investment as your income grows is crucial to obtaining wealth. Their financial plan can be modified as the client’s live circumstances change. We help the young, committed investor who understands growth potential of equity investing for the long term. A portfolio leaning towards equities of the greatest companies in the world is how we achieve financial growth. Stress the point: the plan we develop must be followed for the investor's lifetime.
The market indexes discussed are unmanaged and generally considered representative of their respective markets. Individuals cannot directly invest in unmanaged indexes. Past performance does not guarantee future results. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. No investment strategy can guarantee a profit or protect against loss.