LEGACY WEALTH CONCEPTS | BATON ROUGE
Investment Advisor Representative — Baton Rouge Office
Investment Advisor Representative with Legacy Wealth Concepts
Work with Carl Benedict, Investment Advisor Representative with Legacy Wealth Concepts, serving clients from our Baton Rouge office.
17461 Jefferson Highway, Suite B • Baton Rouge, LA 70817
Carl Benedict
Investment Advisor Representative with Legacy Wealth Concepts
*Carl Benedict is not affiliated with United Planners Financial Services.
Carl Benedict has been in financial services for over 30 years. His experience in wealth accumulation, tax planning, and retirement income management comes from both his own operations and his work within corporate entities before starting his own firm.
His certification as a Certified Financial Planner® professional has been paramount in serving his clients in areas including, but not limited to: Investment Planning, Income Tax Planning, Insurance and Risk Management, Employee Benefits Planning, Estate Planning, Retirement Income Planning, and Asset Protection.
Carl resides in Baton Rouge, LA with his wife Linda and enjoys all LSU sports. An LSU graduate (MBA, 1978), he is active in his church and volunteers with local charitable and political organizations.
What would you like to plan for?
Use your goals as the starting point for a conversation about the financial decisions ahead.
Retirement Planning
Discuss retirement goals, income needs, and how your financial resources may fit together over time.
Investment Planning
Explore investment considerations in the context of your goals, time horizon, and comfort with risk.
Legacy Planning
Discuss how beneficiary decisions and long-term financial priorities fit into the legacy you hope to leave.
Insurance & Risk Management
Discuss insurance-related needs and financial risks that may affect your plans. Insurance-related services are available only to Louisiana residents.
Connect with Our Baton Rouge Office
Have a question about your financial goals or want to schedule a conversation with Carl? Use the form below to contact our Baton Rouge office.
Legacy Wealth Concepts
Carl Benedict
17461 Jefferson Highway, Suite B
Baton Rouge, LA 70817
(225) 766-9506
Please do not submit Social Security numbers, account numbers, passwords, or trade instructions through this form.