Investments

What is the best investment?

When it comes to investing, there is no single investment or strategy that meets everyone’s needs. We are all different and with that comes different goals, concerns, and solutions. Through our relationship with United Planners Financial Services of America, our team strives to develop a close relationship with our clients through fact finding and communication so we can develop investment strategies that meet your specific needs.

We can help with:

401k and IRA rollovers
Choosing between IRA and Roth IRA contributions
Saving for your children’s education
Income planning during retirement years
Asset protection

Business continuation strategies
Tax planning and fax efficient investing
Investment strategies for inherited assets
Strategies for transferring assets to others
Retirement savings programs for businesses

Don’t procrastinate, Call Today!

Baton Rouge Office

225-766-9506

West Monroe Office

318-324-8410

Helpful Content

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

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