Our Baton Rouge CFP® Professionals specialize in Special Needs Planning, Business Owners and Individuals who receive windfalls through death or divorce. We are in the financial services profession to provide unbiased advice to the families we serve. We work to uphold the fiduciary standard; our efforts attempt to restore trust where some in the financial services profession have failed in the past.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: LA, TX.