145 Robert E Lee Blvd.
Suite 200 New Orleans, LA 70124
Mon - Fri: 9 - 5
Or by appointment.
(504) 609-3711
Call us today!

Retirement and Financial Planning

Build a custom financial and retirement strategy that helps you accomplish your financial goals and preserve your legacy.

Learn more about annuities, estate and retirement planning below.

Annuities

Annuities are arguably the most common, most utilized, yet most misunderstood financial products available to consumers today. In fact, most investors have no idea that there are actually four very different and unique types of annuities available to them. Instead, most people have been misled by both the media and certain financial personalities who misrepresent and lump all annuities together as if each one works exactly the same.

What is an Annuity?

An annuity is an amount of money that is systematically paid to a person for a specified period of time, often for the rest of his or her life. Essentially, an annuity is just a good old-fashioned income stream.

Today there are four different types of annuities available to consumers, and it’s often likely that it would make sense for you to have at least one of them in your overall retirement plan.

*Guarantees are based solely on the financial strength and claim-paying ability of the issuing company and compliance with product requirements.

Retirement Planning

You’ve worked hard for the past few decades, been disciplined in saving what you could, and went through the ups and downs of the stock market. You’ve reached the top of the mountain. But while you might think that the journey to this point was the most difficult part, now the real hard is actually about to begin. Studies show that retirees’ whose retirements fail did so because they failed to plan.

Decumulating your assets is arguably more important than accumulating them – especially in retirement. We are able to formulate a custom-tailored retirement plan just for you and your family so that the anxiety of possible what-ifs fade away.

Estate Planning

You’ve enjoyed a long, prosperous, and happy life, but as you grow older, it may be time to start planning for when you will be gone. Estate planning is the process of making the decisions you don’t want your family to have to make when you are no longer here. Doing so eliminates the burden and tough choices your heirs, family, and friends would have to make if you didn’t already plan ahead.

We can help you establish an estate plan that fulfills your goals and objectives through various legal vehicles: