Description: We offer a complete range of financial services for the high net worth investor located in and around New Orleans, LA. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment.
My Approach
Longevity Planning Retirement income and insurance planning strategies
When first starting out, many of my clients spend their working years building a retirement nest egg with little thought about liquidity and access once they leave their careers behind. By reviewing your current income sources and assets, I’ll help you create a plan designed to supply you with a consistent income stream during retirement and beyond. We’ll also cover topics including Medicare, long-term care, and life insurance.