FEE-ONLY SERVICES
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Our services are comprehensive.
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Our approach is straightforward.
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Our fees are transparent.
Fee Only Services
Managing your life isn't a DIY project.
Doing it right requires detailed analysis, in-depth knowledge of available options, and experience crunching the numbers and delivering optimal outcomes. But recent studies show that investors in their 40s and 50s often aren’t doing what’s needed to plan for the future. According to the Gen X Financial Maturity Study, the primary reason is a lack of direction.
As fee-only wealth advisors, everything we do is focused on helping you make better, more informed decisions about every aspect of your finances. We’re here to address your concerns and ask the right questions. We offer independent advice based on your specific needs, opportunities, financial goals, and values.
What we do
Our passion is advising busy families with a New Orleans groove
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CASH FLOW ANALYSIS
The basis for all financial planning is positive cash flow.
We will help you get clear on your current state of affairs, and gain a deeper understanding of the gap between where you are now and where you want to be. Cashflow analysis is dynamic. Your financial plan, and corresponding cash flow strategy are continually adjusted as your circumstances and goals change.
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INSURANCE / RISK MANAGEMENT
You built it, now protect it.
Regardless of how much you save, or how well you invest, a plan to protect yourself against financial risks is a critical component of your financial strategy. Our comprehensive financial plans cover a range of insurance strategies from health insurance and disability coverage to long-term life insurance. Insurance coverage is critical both to protect your current assets and income, but also to help insure against higher-impact losses, like long-term disability. As fee-only fiduciaries, we never sell products, we advise families about the best way to protect their life’s savings.
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TAX PLANNING
Your taxes are a lifelong expense.
Your taxes are a lifelong expense. We help minimize your lifetime tax bill with proactive tax planning. Our team helps you to take advantage of tax savings year to year while also creating a tax-conscious strategy for your long-term investment goals and retirement cash flow plan.
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RETIREMENT PLANNING & DISTRIBUTION
You’ve spent most of your life accumulating assets, and dreaming of your someday retirement.
Our job is to help you create a game plan to make your transition to this next chapter as smooth as possible. We’ll help you create a tax-efficient plan for optimal distribution over the remainder of your life, and talk through prioritizing your big-picture lifestyle goals – from leaving a legacy to traveling the world.
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ESTATE PLANNING
You’ve worked hard to build your wealth – and now you get to create a meaningful legacy.
We will help you create a wealth transfer plan to take care of your loved ones and make an impact while utilizing all of your resources.
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INVESTMENT MANAGEMENT
We believe in investing for the long game.
We don’t believe in market timing. Instead, we focus on tailoring our investment portfolios to our client’s unique goals and values. Our team takes asset allocation, risk tolerance, and tax strategy into account when creating a long-term investment plan for our clients. Having a financial planner in your corner to talk through different investment opportunities, rebalance regularly, and strike a balance between seizing opportunities and protecting against market volatility can help you to stay on track as you move toward your goals.
