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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

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.

The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

 

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Managing Your Lifestyle

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

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

5 Smart Investing Principles

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

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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