Lee Palmer - Ameriprise Financial Advisor

The Abel Hall approach to your financial goals in retirement is simple; we start with your budget, we ensure your safety and protection against what can go wrong, and we design a plan that will achieve your goals. Having the tough conversations and discussions up front allows you to be prepared for all that life has in store. After all, a ship is only unsinkable until it hits a rock. Accounting for things like life insurance and long-term care insurance should all be a part of your retirement plan; once these are discussed, a closer look at your financial behavior will lead us to develop a strategy that allows you to retire with independence, dignity, and happiness.

The Shobe Financial Group, founded in 1983, is a trusted financial planning firm based in Baton Rouge, LA. With a team of experienced CERTIFIED FINANCIAL PLANNER professionals, they provide expert guidance and support to help individuals and families pursue their life goals through comprehensive financial planning, including retirement planning, estate planning, investment management, tax planning, and more. Their client-centered approach and commitment to making a lasting impact on their clients' lives sets them apart in the industry. Partnered with Carson Wealth, another firm founded in 1983, the Shobe Financial Group combines their strengths and expertise to offer a wider range of services and a deeper impact on their clients' financial well-being. With over 150 years of collective experience, including 7 CFP professionals, the team at Shobe Financial is dedicated to understanding their clients' unique needs and aspirations, building personalized financial plans, and providing actionable guidance to help them achieve their financial goals.Generated from the website

The Olivier Group is a financial advisory firm based in Baton Rouge, Louisiana, dedicated to helping individuals and businesses achieve true financial freedom. Their team of experienced financial advisors offers a range of services, including financial planning, retirement planning, investment management, estate planning, tax planning, and business owner strategies. With a focus on personalized guidance and a commitment to helping clients pursue their unique goals, the Olivier Group is dedicated to providing comprehensive financial solutions that align with their clients' visions of success. Through their coaching approach, the Olivier Group acts as more than just financial advisors, serving as accountability partners and advocates for their clients. They work closely with individuals and businesses at every stage of life, providing guidance and support to help them stay on track and navigate any challenges that may arise. With a strong emphasis on proactive service and a disciplined investment strategy, the Olivier Group aims to help clients build and protect their wealth, ensuring a secure financial future for themselves and their families.Generated from the website