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Lisa L. Heath, CFP®

Financial Partners of Louisiana, LLC

935 Camellia Blvd
Suite 200
Lafayette, LA 70508-7084
Phone: (337) 265-2500
Fax: (337) 265-2525

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Career Change
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Irregular Income
  • Mutual Funds
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Succession Planning
  • Medical & Health Issues
  • Sudden Wealth
  • Nontraditional Households
  • Women's Finances

 

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.