Delivering Solutions to Complex Insurance Scenarios for Business Owners and Families
Welcome to my website. My associates and I believe good financial decisions don't have to be confusing. We can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.
This site will not only introduce you to our philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, so please bookmark the page and add us to your home screen on your smartphone for convenient accessibility.
If you have any questions or want to schedule a complimentary financial check-up to discuss your specific questions, you can e-mail me at jerrychristopher@icloud.com or call 504-259-6138.
With gratitude,
Jerry
Newsletters
-
Company Stock and Your Retirement Strategy
This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
-
A More Affordable Life Insurance Solution
Thinking of letting your life insurance policy expire? Learn about survivorship life, which may be more affordable for older consumers.
-
Putting Your Nest Egg in Three Baskets
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
-
Accumulating Funds for Short-Term Goals
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.