Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $100,000
Investable Asset Minimum: $250,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Charitable & Planned Giving
- Annuities
- Asset Allocation
- Business Taxes
- Investment Management
- Estate Planning
- Employee Benefits
- Mutual Funds
- Real Estate
- Job Loss
- Insurance
- Retirement
- Long-term Care
- Succession Planning
- Sudden Wealth
- Personal Taxes
How Planner Charges
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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17461 Jefferson Hwy
Suite B
Baton Rouge
LA
70817-7320
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Select
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17461 Jefferson Hwy
Suite B
Baton Rouge
LA
70817-7320
|
|
Select
|
|
17461 Jefferson Hwy
Suite B
Baton Rouge
LA
70817-7320
|
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