Investment Management - Lafayette, Louisiana, United States
Wealth Management Designed for Current and Former Lower Middle-Market Business Owners and Serial Entrepreneurs. True Comprehensive Wealth Management. Our services include planning for both personal and business assets. Services Include:* Portfolio Management* Tax-Deferral Strategies* Enterprise Value & Net Worth Tracking* Business Succession Planning & Preparation * Business Exit Readiness Analysis* Household Cashflow Planning & Projections* Household Tax Monitoring & Projections* Net Worth Stress Testing* Legacy Planning & Estate Plan Guidance* Banking & Lending Strategies
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