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
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Here are five facts about Social Security that are important to keep in mind.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Try these activities to keep your brain sharp.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Learn a little about worldwide currency in this fun infographic
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Smart investors take the time to separate emotion from fact.
All about how missing the best market days (or the worst!) might affect your portfolio.
Here’s a quick guide to checking to see if you have unclaimed money.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
You’ve made investments your whole life. Work with us to help make the most of them.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.