Office 504-273-5656
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Investment Services
Here To Help !
Sheltered Income Accounts
Professional Corporate Planning for the Super High Networth Clients
We strive to help our clients optimize deductions with specialized corporate plans in order to maximize gains with Defined Benefit Plans. Learn more about what we can do for your finances - we’ll be happy to assist you through the entire process.
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Personalized Investment Accounts
The Strategic Asset Manage Account (SAM) Flat Rate
Using our Stock Trading Services in a Strategic Asset Managed Account is a great way to stay on top of important financial decisions. Money saved due to high quality Stock Trading has real value that hopefully accumulates over time. We’ve got extensive knowledge and experience in managing your goals to work for your financial independence.
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401k Plans through Fidelity Investment Company
Our accounts include all accounting and
production of individual employee statements. (No TPA).
Corporate retirement accounts include administration reducing accounting costs
and streamlining your office production.
Plans must have 5 million or more in assets . This type of account includes job site digital assets and customizations of investment choices...to include individual stock purchase if it meets minimum requirements....
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