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8658 Business Park Drive, Suite 200

Shreveport, LA 71105

1-318-797-0447

ABOUT US. OUR DIFFERENCE. OUR MISSION. OUR SERVICE.
  • Client-Centered

    Your concerns are our concerns. We make it a top priority to provide a superior experience for all of our clients.

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  • Custom Strategies

    Our mission is to increase your odds of success, reduce investment risk, lower taxes, and help you leave a legacy.

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  • Independence

    We work strictly for you as an independent firm, developing strategies that align with your individual goals and objectives.

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Helpful Content

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

 

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Saving for College 101

Here’s a crash course on saving for college.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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