What We Do
At Pontchartrain Investment Management, we understand the importance of constructing and implementing flexible plans and strategies to match the unique goals of our clients. Below are some of the financial strategies our team can help support you and your family with.
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
Schedule a Consultation
If you could benefit from working with a financial professional, let’s talk. We’ll review your portfolio and financial trajectory to see how we can best serve you. We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.