From tackling personal decisions to reaching important milestones, our job is to guide you on the path of success. We’re fueled by our commitment to excellence and go the extra mile to make sure clients are fully satisfied with our work.As professional Financial Consultants , we believe in maintaining a positive mindset, creating partnerships with a purpose, and always striving for significant outcomes. Contact us today for an initial consultation, and find out more about how we can tailor our services to your needs.
Our services are customized to meet the specific needs of each client. We work collaboratively with many trusted experts throughout the entire process to guarantee measurable results. Contact us to find out how we can help today.
Do you have a second set of eyes watching your bottom line? We’ve provided our clients with a wide range of consulting services such as this one. To find out how our experts can help you save money, lets get in touch.
Our clients are our number one priority, and our services prove just how committed we are to their success. Book an introductory meeting today to learn more about how we can make your business thrive and your assets protected.
Ms. Johnson has over twenty years of experience as a professional in the field of financial management, having worked with Fortune 500 companies American Express and Chase Bank over the years. She has also spent a great deal of her professional time managing family businesses, in which she oversees daily operations of the business and its investments. Johnson held a Series 7 and Series 63 Securities licenses, as well as, insurance licenses allowing her to offer annuities, life/ health and disability insurance to her clients throughout the years. Through the years, Ms Johnson has established her financial practice on the principal that people don’t need another financial product; they need to be educated and have a plan specifically designed for them. Through educating families on “safer money solutions,” she has found that people stay connected and committed to their goals and maintain the discipline it takes to make better financial choices over the years. A sound financial plan has helped many of Ms. Johnson’s clients’ portfolios outpace inflation with minimum risk while meeting many of their financial goals such as college planning, buying a new home, caring for an aging parent, and retirement.
Ms Boudreaux has over 25 years of professional experience in the field of Marketing and Sales Consulting, working with fortune 500 companies as Baxter healthcare, The Swatch Group, including brands Omega, Longines, Hamilton, Tissot, Blancpain and LVMH group and its brands. Also holding a real estate license participating in daily operations of maintaining family owned investments as well as establishing an insurance license allowing her to offer annuities and life insurance and work to counsel customers through precise communication as to which insurance plans best suit their needs and budget.