However You See Your Tomorrow
The Best Time to Plan For it is Today
Awards & Affiliations
Perhaps one of the most important decisions you’ll make will be selecting a financial advisor and partner who has the experience necessary to provide the best advice when faced with new financial opportunities and obstacles. As CFP® professionals we take the code of ethics seriously and offer specialized experience in working with business owners and entrepreneurs, divorcees, those in the petrochemical industry and more.
Our partnership with LPL Financial provides us with transparent independent research and other resources to provide you with the most objective advice possible. Armed with the industry’s largest independent research team we are able to help you cut through the emotions often associated with financial planning decisions.
Through all of our engagements we search out truth staying within our areas of specialization and having candid discussions when changes need to be made.
With a proactive focus on your finances we help clients better position themselves for success and prevent unnecessary stressful situations.
We’re big picture people. We’ll take a holistic look at your financial situation to help mitigate risk and potentially optimize the probabilities of achieving your goals while striving to avoid catastrophic loss.
Milton serves his clients through a holistic, detail-oriented pursuit of their financial dreams and desires. He advises individuals, business owners, retirement plans and family trusts. Milton is directly responsible for all aspects of financial planning and investment management for his clients. He is also responsible for the firm’s investment research and due diligence. A graduate of Louisiana State University with a Bachelor of Science in Marketing, Milton has been helping clients work toward their financial goals since 2003. He is a Certified Financial PlannerTM Professional and holds the FINRA Series 7, 31 & 66 Securities Registrations through LPL Financial. He is also insurance licensed for Life, Health, Annuity, Disability, and Long-Term Care.
Milton has been an avid volunteer and youth mentor throughout his professional career and served on the Forum 35 Board of Directors for seven years. He is an active member of the Webb Park Civic Association, the Baton Rouge Financial Planning Association, and the Greater Baton Rouge Chapter of the LSU Alumni Association. A native of Morgan City, Milton has made Baton Rouge home since 1997. He and his wife Erica are grateful parents to Vivian and Augustus. The family enjoys nature hikes, city parks and museums, community and cultural events, new culinary experiences and traveling.
Know what’s right and do what’s right; Serve with an expectation of nothing in return; Your success will ultimately be judged by what your children think of you; Commit to continuous and never-ending improvement; Be considerate of others; Work hard, sacrifice, and maintain a relentless personal drive for excellence; Quick to listen, slow to speak.
John has been helping clients pursue a wide variety of financial goals since 2006. He received his Bachelor’s degree in Business Management from Johnson & Wales University and an MBA from University of Phoenix. John is a Certified Financial PlannerTM Professional and holds the FINRA Series 7 & 66 Securities Registrations through LPL Financial. He is also insurance licensed for Life, Health, Annuity, Disability, and Long-Term Care. John’s process is holistic in nature, and by tailoring financial plans using an array of strategies, it is designed to address the individual needs of each unique client. He specializes in financial planning, portfolio diversification, tax-advantaged accounts, client income needs and wealth protection strategies. John seeks to provide an exceptional level of personal service to his clients by going the extra mile.
John is a dedicated volunteer having worked for various charitable organizations within the local community and served as a board member of the Downtown Business Association from 2003 through 2010. He is married to Cheryl and has two children. When not at work or with his family John can be found looking for his golf ball in the woods.
Hard work brings success; Take great swings, but get up to bat; Share your knowledge, experience and wisdom; There are no shortcuts to doing things right; Allocate enough time to those things that make you happy; Strive for excellence in all you do.
MCraig has advised individual clients, business owners, and retirement plan sponsors since 1999. Craig’s personalized strategies seek to grow and maintain his clients' wealth. Craig holds the FINRA Series 7 General Securities License, as well as, Series 31, 63 & 65 licenses through LPL Financial. He is also insurance licensed for Life, Health, Annuity, Disability, and Long-Term Care. Craig is a graduate of Paris Junior College.
He has lived in Lafourche Parish for over 50 years. He and his wife of nearly 30 years, Karen have two children, Fallon and Sabrina, and a grandchild arriving in 2018. Craig is active in the community and within his church. He’s an avid outdoorsman and enjoys hunting, fishing and cooking.
Take responsibility and own your actions; Surround yourself with great people; Be present in the moment, and not distracted; Practice patience; Wake up and look forward to tackling the challenges of the day.
Monica is our client service associate. She helps with the overall coordination of daily client operations, working closely with our advisors. Monica is a direct point of contact for our clients, assisting with all steps of the financial planning process and on-boarding new clients, scheduling appointments, service requests and account maintenance.
After graduating from Louisiana State University with a bachelor’s degree in business administration with a finance concentration, Monica went on to receive her Series 7 license held with LPL Financial.
When she’s not in the office, Monica enjoys shopping, trying out new restaurants, and visiting family in Ville Platte. Monica and her husband, Trumaine, have two children.
What lies at the foundation of all of our relationships is a solid strategy that helps guide and influence our recommendations over the course of our long-term partnership. Our Total Wealth Alignment services take into consideration all your unique characteristics and the financial realities of your life to develop a comprehensive roadmap for your financial future.
Discover Your Why
Personal Retirement Success Playbook
Custom Lifetime Income Plan
Tax Reduction Strategies
Family Protection Insurance Review
Education Funding Strategies
Essential Estate Documents
Business and Succession Planning
Long Term Care Gameplan
The key to preserving and growing your assets is designing a portfolio built on a sound and disciplined strategy that addresses your unique needs, life circumstances and aspirations. Working together, our team will help you better manage behavior, perspectives and perceptions to avoid costly, fear-based investment mistakes. Whether your goals involve retirement income, funding your children’s education or providing for heirs, we measure investment success on the achievement of your defined goals.
After discussing your goals, together we’ll determine what your customized financial strategy should look like taking into consideration things like:
We’ll then construct your portfolio to reflect your personal investor profile, time horizon, and risk preferences, all with an outlook to the future, not the past.
Next, we’ll identify the appropriate investment strategies for you by taking into consideration things such as:
Based on the combined attributes of the individual asset classes and your goals, we’ll designate an asset allocation and investment strategy that is optimal to fit your needs. Your portfolio may include, but is not limited to, mutual funds, stocks, bonds, exchange-traded funds (ETFs), alternative investments, annuities (immediate, indexed, fixed and/or variable), structured CDs, cash equivalents, or a combination of these investments.
Once we’re ready to bring your portfolio to life, we’ll discuss your expectations and review what we want to accomplish through your customized strategy. To get your portfolio up and running, we’ll:
Once your investments are in place, we’ll continue to review and manage your portfolio on an ongoing basis through regular check-ins to ensure alignment with your goals. We will also reassess goals and strategies over time striving to update and proactively position you for continued satisfaction and success you can feel secure in.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Our discovery process helps you determine whether your needs are a good fit to our firm’s strengths. This process will give you a framework for evaluating us and other firms you might be considering.
We want to know exactly how we can help before you pay us a single dollar.
You will finish with answers to the three biggest questions about retirement.
We benefit clients most when we help create an optimal plan of action — unifying their financial picture.
Our typical clients consist of:
Career employees, professionals, and business owners who are eager to delegate to a specialist and streamline their financial affairs
Diligent savers within 10 years of a retirement transition who have accumulated $500,000 or more of investment assets
People who value professional guidance and understand that the success of their retirement is too important to be doing it themselves
