What We Do

What We Do

Investment Management

  • Diversified and Managed Portfolios Tailored to Your Needs
  • Portfolio Review
  • Risk Assessment
  • Asset Allocation
  • Portfolio Management
  • Annuity Strategies

Financial Planning

  • Wealth Strategies Customized for You
  • Retirement Planning
  • Estate Planning
  • Tax Planning
  • Social Security and Medicare Planning
  • Roth Conversion Strategies

Retirement Accounts

  • Selecting the Appropriate Retirement Accounts to Fit your Plan
  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • Simple IRAs
  • Beneficiary IRAs
  • Individual 401k Plans

Legal and Estate Planning

  • Legal Counsel Coordination to Help Protect your Family
  • Review Legal Documents Including Wills, Trusts, and Powers of Attorney
  • Estate Settlement and Succession Assistance
  • Gifting Strategies
  • Charitable Planning
  • Beneficiary Review

Trust Services

  • Revocable and irrevocable personal trusts
  • Irrevocable life insurance trusts
  • Charitable remainder trusts
  • Trustee services
  • Administrative agent for individual trustees
  • Trust settlement

Insurance

  • Review your Insurance Needs to Protect you and your Family
  • Policy Review
  • Life Insurance, Long-term Care Insurance, Disability Insurance

Family and Lifestyle

  • Guide your Planning Decisions across Generations
  • Family Meetings
  • Education Planning
  • Tailored Planning to your Unique Goals and Needs
  • Enrich your Family's Lifestyle so you Can Enjoy your Success

Banking and Lending

  • Mortgage, Home Equity, Lending, and Deposit Rate Consultation
  • Cash Management
  • Liability Management
  • Securities-based Lending

Pontchartrain Investment Management and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation. 

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Info@pontchartraininvestmentmanagement.com | (985) 605-5066