Branch Wealth Strategies
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201 Holiday Blvd #400, Covington, LA 70433
201 Holiday Blvd #400, Covington, LA 70433
WebsiteI work with two types of people: 1. folks within a 24 month window of retirement trying to make sure their income can be maximized using strategies that are sound not left up to just chance, and 2. folks trying to determine how to get themselves in an optimal position with their savings to not just accumulate a sum of money but have that money produce the desired income, liquidity, and legacy in that order of priority.
More Business Info
If you want to work your whole life that's your business, if not, that's my business.
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Services/Products
- Financial Planning, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Investment Management, Annuities
- Location
- Jack is based in Covington but serves clients all over the United States.
- Amenities
- Facilitate Wills and Trusts; Evaluate Auto, Home, and Liability Insurance; Real Time Financial Aggregation
- Associations
- BNI Business Hurricanes Chapter
- Other Link
- Categories
- Financial Planners, Financial Planning Consultants
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