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Setting a New Standard
in Wealth Management

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Our experienced financial advisors understand what it takes to plan for a future that encompasses your dreams along with big unknowns. 

We offer deep knowledge and a hands-on approach to help you prepare for retirement, manage your investments, and make important decisions about your estate. With our insurance background, we can also make sure that you are well-equipped to handle life's twists and turns.

We listen closely to what matters to you, and then personalize a financial plan that points you in the right direction. Everything we do is geared toward assisting you in making your life –and your family's life – more confident.

 

Find out how we can help you with your financial planning. Contact us for a free consultation.

Contact Us

Contact Us

We look forward to hearing how we can assist you.

MANDEVILLE OFFICE
#2 Sanctuary Blvd., Suite 100
Mandeville, LA 70471
985-778-2800


LAFAYETTE OFFICE
3909 Ambassador Caffery Parkway, Suite G-1
Lafayette, LA 70503
337-456-5586

 

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Setting a New Standard in Wealth Management
P: (985)778-2800 | F: 985.778.2806

 

Securities and financial planning offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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