About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Tom Meyer, CRPC®
Vice President
He is a graduate of Loyola University, New Orleans and holds the Chartered Retirement Planning Counselor designation from The College of Financial Planning. He is securities registered through LPL Financial with a Series 6, 63, 7 & and holds the Series 65 registrations through Strategic Financial Concepts. He is an Investment Advisor Representative and an Advisory Board Member with Strategic Financial Concepts.
New Orleans City Business Magazine recognized Tom Meyer as a “Money Maker” highlighting his work with pension education, individual financial strategies, and civic accomplishments.
He has served for, and a member of civic, government, and education organizations including:
- Nashville Area Chamber of Commerce
- Jefferson Chamber of Commerce
- The Jefferson Chamber Foundation
- JEDCO Jefferson Edge Committee
- St. Tammany Chamber of Commerce
- Greater New Orleans Inc.
Our Services
Financial Planning
Whether it’s owning your own home, funding your children’s education, or creating the desired retirement lifestyle, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
Retirement Planning
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Investment Planning
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth in pursuit of your financial goals.
Insurance Planning
If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.
Small Business Retirement Plans
The creation of the Simplified Employee Pension (SEP) and the Savings Incentive Match Plan for Employees (SIMPLE) affords smaller businesses with a way to offer their employees a retirement plan. The SEP and SIMPLE were designed for businesses with less than 100 employees and are less costly to administer than a 401(k).
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