Broker Check
  • 17461 Jefferson Hwy Suite B - Baton Rouge, LA 70817
  • 225-766-9506

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Carl Benedict has been in Financial Services for over 30 years. Carl’s experience in wealth accumulation, tax planning and retirement income management is largely due to his own operations and participation in corporate entities prior...

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Lynella Devillier has been in Financial Services since 1989. She serves her clients in the capacity of advisor and planner, using her experience as a business owner and work in various industries from her career. A serial entrepreneur,...

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