We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We are a full-service investments and insurance firm located in Central Louisiana. Our primary focus is products for business owners and their employees, including retirement plans, group health packages, commercial insurance, and worker's compensation. In addition to our business services, we provide a full menu of products for individuals including IRA's, health, life, auto, and homeowners insurance.
Jessica Couvillion is a Certified Healthcare Reform Specialist® (CHRS) and our agency is certified to offer health insurance coverage for both individuals and businesses through the Federally Facilitated Marketplace (Healthcare.gov).
Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."