Our office is located in Thibodaux, Louisiana.  We service Thibodaux, Houma, Raceland, Lockport, Labadieville, Napoleanville, Donaldsonville, Gonzales, Vacherie and Metarie Louisiana.

We offer the following services; Retirement Planning, IRA Accounts, Annuity Accounts, Retirement Management of 401K accounts, (also can manage money inside of your employers 401K under certain criteria). We do fee based planning using a number of different platforms to fit your needs and goals.  Trust and Estate Planning.

Today’s economic and investment climate offers unprecedented opportunities. To take advantage of them, you need the flexibility and expertise of a team approach.

From developing realistic goals and time frames, to creating a strategy for implementing a sound financial approach, to making adjustments along the way, our firm stands ready to serve you. We work hard at developing enduring, long-term relationships with people we have come to know and care about; people who have placed their trust in our expertise and dedication.

Educating you about financial concepts and products is an important part of our services, which is one of the many reasons why we provide you access to our website.

Our site is packed full of information, concepts, and ideas designed to give you a better understanding of the world of personal finance.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.