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At, we are focused on your retirement so you can focus on life. Our expertise covers advice/solutions about matters such as investing during retirement, social security claiming, social security taxation, high income earner Medicare tax, planning ahead for IRS required minimum distributions at age 70 ½, Qualified Charitable Distributions, and wealth transfer planning to future beneficiaries.

Over the years, we have served employees from numerous corporations such as ExxonMobil, Energy XXI, ChevronTexaco, Total S. A., Shell Oil, Louisiana State Retirees, Business Owners, XTO, Coca Cola Enterprises, and Entergy (among others in Texas, Louisiana, Mississippi, Alabama, and Florida) with our wealth management services.

We can help people improve their lives by providing services they value. See how we can help you with our initial complimentary Personal Financial Analysis.

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Please note our associates are NOT affiliated, recommended, nor endorsed by any company.

*Please Note: Limitations. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of amy specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Advisor.Investments), or any retirement planning consulting services, will be profitable, equal any historical performance level(s), or prove successful. The scope of consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client.