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Focused on Retirement

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Wealth Management

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Wealth Management

Personal Financial Analysis (PFA): Let us put the pieces of your puzzle together. It only takes only a few minutes to get started. Our foundation has been financial management for retirees via our Investment Advisory Agreement. We provide customized portfolio management, tax strategies and consultation services along with retirement transition and rollover assistance.

  • Investment Management: Customized portfolios are built for clients around their personal risk tolerance, liquidity needs, taxes, health, and family issues in their own Investment Objectives Allocation Model.
  • Annuity Solutions: We source quotes from a variety of insurance carriers to find your Qualified Longevity Annuity Contract (QLAC) or other Single Premium Immediate Annuities (SPIA) products to help you get the lifetime income you need.
  • Tax Strategies & Consultation: Our services include strategic tax planning, preparation of estimated tax payments, preparation of personal income tax returns and representation before the IRS and State Tax Agencies.
  • Personal Reviews: We believe that our special process AFTER your account is established makes working with Advisor.Investments a first class experience. Learn how we work with you from your home, our office, or over the phone regarding your beneficiaries, health, taxes, social security, withdrawals, restrictions, as well as investment performance and your allocation model.

Our Team provides a designated person to accompany you from A to Z with your company’s retirement process paperwork and rollover. Our experience includes helping others with:

  • Tax Strategies and Consultations
  • Rollovers (Company, 401K, IRA)
  • Diversified Investment Strategies
  • Annuities & Life Insurance
  • Retirement Income Planning
  • RMD Coordination
  • Quarterly Personal Reviews
  • Social Security Analysis
  • Pre-Retirement Financial Analysis
  • ExxonMobil Retirement Specialty

Take your retirement planning to the next level.  We will show you how.  It all starts with your personal financial analysis.

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Wealth Management

  • Investments
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4870 Bluebonnet Blvd, Suite B

Baton Rouge, LA  70809
225 292-0687

405 West Main Street, Suite 107
Lafayette, LA 70501
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Please review Important Disclosure Information set forth in this web site. Advisor.Investments is DBA (Doing Business As) name for Diversified Investment Strategies, LLC an SEC-registered investment adviser. Insurance services through Advisor.Investments. This website provides general information, and is not intended to offer investment, insurance, or financial planning advice. The purpose of this site is to provide you with information about the firm, our services, our investment philosophy, and to provide a means for you to contact us for further information. Please click for terms of use.

Our associates are NOT affiliated, recommended, nor endorsed by ExxonMobil or any other company. Any documents and materials presented herein have NOT been reviewed or approved by ExxonMobil or any other company and may not be accurate representations of documents and materials published by ExxonMobil or any other company.

Insurance contract obligations are subject to the claims paying ability of the insurance company. Annuities are not FDIC or NCUA insured, not bank guaranteed, may lose value and are not a deposit. Products and features are subject to state availability. Limitations and exclusions may apply.

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