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
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Understanding how capital gains are taxed may help you refine your investment strategies.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
There’s a link between debt and stress.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
All about how missing the best market days (or the worst!) might affect your portfolio.
What is your plan for health care during retirement?
Here is a quick history of the Federal Reserve and an overview of what it does.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you know these three personal finance sayings?