I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
Retirement income solutions
Estate strategies
Employee benefit and retention services
Business continuation strategies
Education
E.J. Ourso College of Business at LSU (2019-2023)
Languages: English
Specialties:Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Estate Planning, Business Succession Planning, Risk Management Strategies, Group Benefits