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Wealth management
INDIVIDUAL PLANNING
RETIREMENT SERVICES
BUSINESS SOLUTIONS
SPECIAL NEEDS PLANNING
Our financial planning services are designed to bring all of your needs under one roof.
We’ve developed a hand-picked team within an open architecture to create a holistic financial process to best serve you in every key area of your financial world.
OUR PROCESS
THE FOUR PILLARS
We use the four pillars of the financial process to establish stability in a business and or individual’s plans. This is one thing that separates us from the market. In our firm we act as consultants not product salesmen.
1st Pillar: LEGAL
The legal pillar is our first step into securing your plan. It protects properties, investments, and financial plans. Although we are not attorneys, we have attorneys on staff to help legally protect you and your future.
*For these services we are not compensated
2nd Pillar: PROTECTION
This pillar is for the ‘what ifs’ in life. Here we will help you analyze best fits you and your life goals. Our consultants will take the time necessary to create a personalized plan for all your needs and concerns, making sure you get the very best plan to protect you and the ones you care about.
3rd Pillar: TAXES
This pillar is important to help build your financial wealth and anticipates the outcome of tax liabilities. We can work together with your CPA or if need be, use our own on our staff.Our CPAs can help you plan your finances to attract the least amount of tax and ease the process of tax filing.
*For these services we are not compensated
4th Pillar: INVESTMENTS
This is the pillar that is often mistakenly put first in a financial plan. Here we put it last because it doesn’t matter how much you have invested if the first three pillars aren’t taken care of. Our registered investment advisors will help you choose investment strategies that will match your risk tolerance and timeline.
The Consortium
a multi-faceted firm with agents, and advisors all over the U.S.
The Consortium is a multi-faceted firm with agents, and advisors all over the U.S. Just as our name implies, we work with experts in every area that influence your personal wealth and/or business growth.
Get In Touch
800 North Causway Blvd. Ste. 2b Mandeville, La 70448
1(800) 980-5601