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
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This worksheet can help you estimate the costs of a four-year college program.
When to start? Should I continue to work? How can I maximize my benefit?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
It's important to understand the pros and cons when considering a prepaid debit card.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A special needs trust helps care for a special needs child when you’re gone.
Taking your Social Security benefits at the right time may help maximize your benefit.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How will you weather the ups and downs of the business cycle?
It's easy to let investments accumulate like old receipts in a junk drawer.
Learn how to harness the power of compound interest for your investments.