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Home > Financial Planner Directory > Lousiana > Covington > Scott E. Bordelon, CFP®, AAMS
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Scott E. Bordelon, CFP®, AAMS

Fin'l & Investment Mgmt. Adv, Inc.

72096 Ramos Ave
Suite D
Covington, LA 70433
Phone: (985) 893-1440 x102
Fax: (985) 893-1450

Toll-free: (800) 256-5221

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Household Income Minimum: $50,000
Investable Asset Minimum: $50,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Disaster Recovery
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Real Estate
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • 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.