207 Kingfisher Drive
Christopher Quebedeau, CDFA™
(337) 205-6656 | (504) 388-9560
Bridging the Confidence Gap
It May Be Time for a Financial Checkup
Cash Flow ManagementInvestment PlanningRetirement PlanningStrategic Money ManagementIncome PlanningCoordinate Financial ProfessionalsEducation PlanningInvestment Withdrawal Strategies
S.O.S. (Second Opinion Service)Social Security AnalysisInsurance PlanningEstate PlanningLong-Term CareTax PlanningGifting to FamilyBusiness Succession PlanCharitable Giving
Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.
We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.
Our professionals are ready to evaluate and support all your potential investments.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
*Services not on this menu will be charged on a hourly basis*