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Find out if your retirement could be affected by the New Tax Laws!

Instantly download this 10-page guide to discover:

  • How your taxes could be affected by the Trump tax change – today and in retirement
  • Ways to help ensure your portfolio is as tax efficient as possible
  • Strategies designed to make sure you don’t give Uncle Sam a penny more than necessary

Take the first step toward reaching your Financial Goals

Get the information that can help you live a confident retirement.

Attend an Event

Our speaking events focus on financial concerns that face both families and individuals, things like how to prepare for retirement, unexpected medical expenses and ways to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these and other financial concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

June 18
Wine, Wisdom & Food with Gregory Ricks at Ruth’s Chris Steak House!
6:30 pm | Ruth’s Chris Steakhouse in Metaire
Register
July 16
Wine, Wisdom & Food with Gregory Ricks at Ruth’s Chris Steak House!
6:30 pm | Ruth’s Chris Steakhouse in Metaire
Register
July 17
Wine, Wisdom & Food with Gregory Ricks at Keith’s Young’s Steakhouse!
6:30 pm | Keith Young’s Steakhouse in Madisonville
Register

Rather meet One-on-one?

Schedule a meeting with one of our Wealth Advisors to help create your financial strategy today.

Schedule a Meeting

Or give us a call at (504) 832-9200
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