• 401 Edwards Street, Suite 1130
  • Shreveport, LA 71101
  • Office Main: 318.222.2373
  • Office Fax: 318.226.1440

Our Services

Our goal is to become a trusted member of a client’s advisory team by providing objective expertise, innovative and sustainable solutions, and choice. Our experience in planning and product, coupled with our membership in M Financial, enables us to help ultra-affluent individuals and businesses identify and meet insurance and asset management goals for their families, businesses, employees, and communities.

To learn more about specific services, please refer to the menu at left.