Our firm has access to multiple platforms to provide best-in-class pricing, and access to what is needed to help you whether you are in the accumulation, income, or preservation phase of your or your business’s life. We manage money on a fee-based platform with access to specialty investment products.

Income planning is where we stand apart from our competition by providing tax-free and tax-advantaged retirement income. Our strategies are not dependent on the success of the stock market and provide assurance when you need it most.

Our team specializes in a broad range of insurance needs for your family. Our family-focused insurance specialists have a thorough understanding of life, disability, long-term care, and health insurance as well as Medicare supplements. Additionally, we house an independent property casualty insurance division through our sister company. Insurance Unlimited of Lafayette can provide pricing information for the homeowner, auto, umbrella, and flood insurance.

Insurance Unlimited of Lafayette is also available for our small business owners. Our team will find the best available pricing for your worker’s compensation, commercial auto, commercial property, general & professional liability, umbrella, and flood policies. We are totally independent and have access to all of the country’s top insurers.