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
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Marriage changes everything, including your insurance needs.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How will you weather the ups and downs of the business cycle?
All about how missing the best market days (or the worst!) might affect your portfolio.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Understanding the cycle of investing may help you avoid easy pitfalls.