Understanding Today’s Financial Environment
Welcome, as a Financial Advisor* with many years of experience in the industry, I understand that individuals face unique challenges as they strive to meet their financial goals. I can help take the mystery out of preparing for today and tomorrow. Whether you are concerned with financial planning for your family or your business, I offer personalized service focused your concerns, needs, wants, and financial objectives.
The relationship between an Advisor and their client is personal and one based on trust that must be earned. I understand the responsibility that is placed with me and pledge to never take that responsibility for granted. After many years of experience and working with multiple generations, I can help you address your needs of today and for many years to come. I look forward to being a trusted financial resource for you through all stages of your life, please call 318-324- 8410.Contact Us
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Good employee health can be great for the company’s bottom line.
A four-step framework for building a personal legacy.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There’s an alarming difference between perception and reality for current and future retirees.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
The market is as unpredictable as the weather. We’d love to help you prepare.
Here’s a crash course on saving for college.
Making the most of surprises is a great reason to work with us.