Frequently Asked Questions

We are an independent firm with no proprietary investment products to push.

The vast majority of our investment advice is rendered on a fee basis. We have found that the commission system for investment advisory services may be an obstacle to serving you. A commission-based compensation system may stress transactions, which may not always be in your best interest.

From time to time, insurance company products may be utilized in the implementation of a client's financial strategy. In those instances, a compensation system financed by the participating insurance company may be utilized. In these instances, there is no need to charge our client an additional fee.

Our fees vary depending on portfolio size, type of assets and management style.

Because our fees increase only if your portfolio grows, our interests are aligned with yours. We focus on your financial objectives and your future.

Absolutely!  While most of our clients are in the north Louisiana area (Shreveport/Bossier, Ruston and Monroe/West Monroe), we work with many out-of-region and out-of-state clients. Typically, meetings with these clients are held remotely utilizing telephone and web conferencing technologies.

Beginning a relationship with us isn’t just about your account balances!

More important to us is working with clients who are responsible, love and care for their families and are open-minded and willing to learn new things.  That said, we do suggest the following minimum financial requirements to ensure an appropriate fit between our qualifications and our clients’ needs.

Our clients typically fall into one of four categories.  We recommend that “Up and Coming” clients be willing and able to save/invest about $1,000 per month toward a financial plan (specific amounts may vary). “Coming in for a Landing” clients are recommended to have $250,000 or more of investable assets. Clients who are "Experiencing a Major Life Transition" may have just lost a spouse, sold a business, or changed careers. “Arrived and Want to Stay that Way” clients generally have a net worth of $1,000,000 or more.

Building wealth and creating financial independence is both an art and a science. To be successful, one must use a variety of skills in planning the outcome, implementing the plan and controlling the desired results. Coordinating these three steps is an ongoing and ever-changing process.

In order to provide a more efficient and cost-effective approach to wealth building and preservation, we use a special economic planning process. Our "macro-economic" process of strategic wealth building, distribution and conservation focus on the flow and positioning of your money to effectively increase its performance over time.