We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed with the goal to address your individual situation.


William Stracener III

President - Wealth Manager

(337) 706-8016

(337) 419-0516

Billy has been working with individuals and businesses since the year 2000. He uses his personal and professional experience in all areas of financial planning to help people pursue their financial future. Billy has a strong belief in...

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