Two offices
Slidell, LA · Mobile, AL
Protection first. Growth with intention.
Your whole financial life.
One firm.
Consultants, not product pushers. Wealth planning and group benefits under one roof — Legal, Protection, Taxes, then Investments.
Ten states
LA · TX · OK · NM · OH · WA · MO · AL · ID
Open architecture
No captive product menu.
Investments last
On purpose. Structure first.
The process
Four pillars. In that order.
Most firms start with a product. We start with structure. The last pillar is the one everyone else puts first.
01
Legal
Structure first. Wills, trusts, and entity design so the rest can compound.
02
Protection
Life, disability, and benefits that keep a plan from breaking on a bad day.
03
Taxes
Coordinate income, retirement, and estate so less leaks out each year.
04
Investments
Open-architecture portfolios built after the first three pillars are set.
Practice
Two practices. One relationship.
Wealth & planning
Retirement income, investments, tax, estate, special-needs planning.
- Personal financial planning
- Retirement income
- Investment management
- Tax strategies
- Estate & legacy
- Special-needs planning
Benefits & insurance
Group health, disability, life, voluntary, key person, Medicare.
- Group health
- Disability
- Life insurance
- Voluntary benefits
- Key person
- Medicare
“In our firm we act as consultants, not product salesmen.”
The Consortium · four pillars
Who we serve
Built for whole financial lives.
Families
Cash flow, protection, college, and a plan that survives a job change.
Pre-retirees
Turn savings into income without lighting the tax bill on fire.
Business owners
Benefits that recruit, key-person cover, and personal planning that talks to the company.
Special-needs families
Care, government benefits, and a legacy that does not accidentally disqualify anyone.
Next
Sit down with us.
A consult. No product pitch. We confirm by phone or email.