Broker Check

3600 Jackson Street
Suite 106
Alexandria, Louisiana 71303
Phone (318) 787-6862

Our Mission

"When Your Values Are Clear To You, Making Decisions Becomes Easier."  Roy E. Disney

We are in the business of helping our clients pursue their wealth management and retirement goals.

Our Vision

Our clients will see us as a partner and a results driven resource.

Our team will strive to be the recognized leader in wealth management and retirement consulting in our region with a presence at the national level.

Our Values

  • Ethics and integrity
  • Loyalty to clients
  • Trust and openness
  • Teamwork
  • Sensitive and responsive to client needs
  • Commitment to community
  • Self-evaluation for continuous improvement