our services

Maximize Your Investment With A Customized Approach

 
 
 

Our detail oriented process allows us to customize each client's approach to investing. We take the time to discuss and determine a client's risk profile and deliver the guidance needed to reach their goals through flexible investments and thorough planning.

Our independence provides us with complete autonomy in reaching your investment objectives. We do not have any restrictions on investment selection, and we use discretionary trading authority. This allows us to trade on your behalf, for your benefit, in real time.

 
 
 
 
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  • Stocks

  • Bonds

  • ETFs

  • Mutual Funds

  • Government Securities

  • Treasury Bills

  • Treasury Notes

  • Options

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  • Retirement Plans

  • 401k Plans

  • 403b Plans

  • Money Management

  • Variable Annuity Management

  • Estate Plans

  • Life Insurance

  • Long Term Care

  • College Planning

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  • Traditional IRA

  • Roth IRA

  • Brokerage Accounts

  • SEP IRA

  • Simple IRA

  • 401k

  • Profit Sharing Plans

  • 403b

  • Educational IRA

  • 529 Plans

 

Our Fees

In our industry, there are underlying expenses involved with investment securities that are often misunderstood or overlooked. We take the time to explain all expenses related to your portfolio. Our advisory service fees are tiered based on your account value and decrease as your account value grows. For more information, please contact our office.

 
 
 
 
 
 
 

Your Investment Partner based in Lafayette, LA