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    Helping You 

    manage the changing face of life

    Retirement Goal Planning

    Working with you to achieve financial independence

    Financial Freedom

    Growing Assets so that you can retire

    Working Together

    Building meaningful relationships that last

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    Your success is our only mission

    Helping You 

    Manage the changing face of life

    Goal Planning

    Building a customized portfolio for each relationship

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    There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

    Products and services include:

    • 401(k) retirement plans
    • Individual Retirement Accounts
    • 529 qualified tuition plans
    • Annuities
    • Mutual funds
    • Certificates of Deposit
    • U.S.Treasuries Securities
    • Group retirement and savings plans
    • Simplified Employee Pension Plans
    • Qualified Retirement Plans
    • Other retirement savings plans designed specifically for employee groups
    • Life insurance
    • Long-term care, disability and critical illness

    Planning Services

    • Overview
    • Investments
    • Insurance
    • Retirement Planning
    • Managing Your Finances
    • Asset Allocation
    • Business Succession Planning
    • Charitable Giving

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    714 East Kaliste Saloom Road Suite D2
    Lafayette, Louisiana
    70508 United States

    •  Tel: 337-235-6233
    •  Toll Free: 888-235-6233

      Securities and Advisory Services Offered through Prospera Financial Services, Member FINRA/SIPC.

      To view the Firm’s CRS

      Brokerage and Advisory accounts carried by First Clearing.
      An affiliate of Wells Fargo and company.

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