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We are fee-only fiduciary Retirement Specialists integrating retirement financial planning with discretionary investment management and retirement income management. We serve greater New Orleans and south Louisiana.View My Profile
When it comes to financial planning, the only applicable benchmark is achieving the lifestyle you want, not a return percentage on a piece of paper.View My Profile
What if your finances could fuel – rather than impede – your dreams? We believe it can, and should. Let us show you what's possible.View My Profile
Helping you conquer life! Join the evolution!View My Profile
It's a privilege to help my clients realize their potential and live their greatest lives.View My Profile
I am a Fee-only fiduciary financial planner with your best interest at heart.View My Profile
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Because it’s crucial when choosing a financial planner.
Financial planners and investment managers that are fiduciaries and fee-only are held to the highest standard of care and are legally required to act in the best interests of their clients at all times.
“Look for a fiduciary financial planner. In short, this means the financial planner has pledged to act in a client’s best interests at all times. Investment professionals who aren’t fiduciaries are often held to a lesser standard, the so-called sustainability standard.”
“Your interests are best served by a financial advisor who is a fiduciary. A fiduciary must disclose how the advisor is compensated along with any related conflicts of interest.”
“Make sure your financial advisor acts according to a fiduciary standard. If not, find one. Your interests should always come first.”
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