Our purpose is to help you secure prosperity for you and your family and your business over generations. That mission focuses our knowledge and experience in four critical areas of business: Wealth Transfer, Business Transition, Employee Benefits, and Funding Corporate Benefit Liabilities.
In each of these disciplines we follow a unique process to identify obstacles and deploy resources to capture opportunities—all described here in our website.
From our Red River base in Shreveport, Louisiana, we work with clients throughout the country. They are leaders in fields like energy development, timber, agriculture, food distribution, transportation, and banking. Some of them would be people that you know.
In addition, we enlist the assistance of trained professionals to round out our advisor team based upon the needs of each engagement.
We welcome your interest in our firm and hope that browsing our website gives you enough compelling insights and challenging questions to discover what we can do for you. You may want to ask us about your unique circumstances—please feel free to contact me directly.