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Eric C. Roberts, CFP®

Pathway Planning Group

533 Europe St
Baton Rouge, LA 70802-6408
Phone: (225) 338-5250
Fax: (225) 344-1200

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Household Income Minimum: $0
Investable Asset Minimum: $25,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Employee Benefits
  • Getting Married
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Starting a Family
  • Succession Planning
  • Sudden Wealth

 

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.