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3600 Jackson Street
Suite 106
Alexandria, Louisiana 71303
Phone (318) 787-6862
Email: jcarroll@wellspringadvisor.com

RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

Your Financial Future

You, your story, your life, and your situation, are uniquely yours.  Our focus at Wellspring Advisor Group is simple - it's you.

We are in the business of helping you with your wealth management and retirement goals.  You know where you want to go - we're here to help you make it happen.

Most of our clients are successful entrepreneurs in the professional service fields such as physicians and physician groups, law firms, CPA firms and engineering firms.

We take a departure form proprietary products, fads, media hype and the trend marketing of traditional financial firms.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

 

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

How Income Taxes Work

A quick look at how federal income taxes work.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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