Our Clients

We work with real people.

We form connections and build real relationships with the people who trust us with their business because money is personal. It should be treated personally.

When you walk into our office, you’re not a number. You’re a neighbor, a friend, and someone we’re happy to see.

 While many of our clients are in southeastern Louisiana, we work with people all over the country. We help people who are:

  • Preparing for retirement
  • Planning an estate (including wills, trusts, etc.)
  • Handling an inheritance
  • Claiming Social Security benefits
  • Managing a portfolio
  • Getting out of credit card debt
  • Saving for college
  • Assessing their family’s insurance needs
  • Dealing with a sudden life change

 Need help with something not on the list? Give us a call. If we’re not the right firm for the job, we’ll point you toward someone who is.

"You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide services.  These entities and their services are not affiliated with LPL Financial and Pontchartrain Investment Management"

Our ideal clients

Financial advice is a two-way relationship. To get the most out of it, we love working with people who:

  • Delegate. You trust us to act on your behalf.
  • Follow advice. Our advice is based on careful analysis, and you’ll get the most out of our relationship by implementing it.
  • Spend the time. Effective goal setting and financial planning is an investment, and those who commit are in the best position to pursue results.
  • Understand value. Our clients should know that the expertise and service we provide is worth every dollar spent on our compensation.
  • Share the love. We rely on relationships to grow our business, and we value clients who introduce us to people they care about.