Broker Check

Office One

6300 Corporate Blvd.

Suite 120

Baton Rouge, LA 70809

Office Two

858 Camp Street

New Orleans, LA 70130


The financial plan is the cornerstone of our guidance. Our comprehensive services include:

Financial Planning

● Retirement Planning
● Investment and Portfolio Management
● Income Planning
● Education Funding

Investment Management

● Mutual Funds
● Exchange Traded Funds (ETFs)
● Indexed Funds
● Stocks
● Bonds
● Variable and Fixed Annuities
● Government Securities
● Brokerage Accounts
● Fee-Based Accounts
● Defined Benefit Plans
● Defined Contribution Plans - 401(k) & 403(b)

Estate Planning

● Succession Plans
● Wills and Living Trusts
● Tax-Minimization
● Probate Planning
● Insurance
● Life Insurance
● Long-Term Care Insurance
● Disability Insurance

Because of our independence and flexibility, we’re able to offer our clients a customized portfolio designed just for them. We not only build a financial plan, but also continue to monitor and adapt it as the market and your personal needs evolve. Contact us today to learn more.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

BR office - | 225-930-4677

NOLA office - | 504-609-3694