BATON ROUGE COVINGTON HOUMA SLIDELL, LA 985-646-1618
Whether you are just starting your career, approaching retirement, or already retired it is never too early or too late for a review of your retirement income plans. If there was something better you could implement to help reach your personal retirement goals, how soon would you want to know more about it?
Your comfort level with risk is an important factor to managing your financial future and your investments. Does your investment portfolio represent your personal risk comfort level? Take this 5 minute quiz to find out.
Planning for retirement can be daunting and complex with many factors contributing to providing for your future needs. We can provide an assessment and develop an accessible plan to help you avoid costly mistakes, ensure your future and meet your goals.
Whatever stage of life, understanding strategies to secure future income will provide a foundation for transitioning successfully to retirement and greater peace of mind. Our retirement income specialists provide guidance to protect principal from market downturns, maximize social security, plan for the unexpected and create guaranteed income for life.
Our retirement specialists will produce a custom economic model to assist you in making decisions and design a plan to implement safe money strategies for all stages of life. We’ll explore tax-efficient strategies, pension and social security draws, 401(k) / IRA rollovers, insurance, annuities and legacy planning to meet your retirement goals and provide for your family’s future.
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1349 Corporate Square Suite 3
Slidell, Louisiana 70458
222 North Vermont Street
Covington, Louisiana 70433
Detiveaux & Harkins LLC:
1340 West Tunnel Blvd. Suite 643
Houma, Louisiana 70360
8550 United Plaza Blvd. Suite 702
Baton Rouge, Louisiana 70809
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser.
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