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Financial & Wealth Planning
Build a financial future you can rely on. At The Consortium, our personalized planning services help individuals, families, and business owners protect, grow, and pass on their wealth with clarity and confidence.
Our services include:
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Personal Financial Planning
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Business Succession & Exit Strategies
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Retirement Income Planning
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Investment & Portfolio Strategies
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College Savings & Education Planning
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Tax Minimization Strategies
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Estate & Legacy Planning
Benefits & Insurance Planning
Protect what matters most with strategic benefits and insurance solutions from The Consortium. Whether you’re planning for your family or your employees, our tailored options give you confidence for today and security for tomorrow.
Our services include:
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Group Health Insurance
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Short- & Long-Term Disability Insurance
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Life Insurance & Legacy Planning
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Voluntary Benefits (Dental, Vision, Critical Illness)
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Business Overhead & Key Person Insurance
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Medicare & Retirement Coverage Planning
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Executive & Owner Benefit Packages
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 what 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.
Consortium Advice Blogs
Life Insurance 101: How to Protect Your Family’s Future in Louisiana
Life Insurance 101: How to Protect Your Family's Future in Louisiana If you're a parent, spouse, or provider in Slidell, Covington, or Mandeville, protecting your family’s financial future isn’t just smart—it’s essential. Life is unpredictable, but your family’s...
Financial Planning After Divorce: What Louisiana Residents Need to Know
Divorce Can Change Everything—But You Can Still Build a Strong Financial Future Divorce isn’t just an emotional event—it’s a financial turning point. Whether you're recently divorced or going through the process in Slidell, Covington, or Mandeville, it’s critical to...
How Louisiana Families Can Start Saving for College—Even on a Budget
⏳ Why Starting Early Makes a Big Difference📘 What is a 529 College Savings Plan (And Why It’s Perfect for Louisiana)?💡 Budget-Friendly Education Funding Tips for Louisiana Families🔄 Alternatives & Supplemental College Savings Options🚫 Common Mistakes to Avoid🕒...
Top Tax Planning Strategies for Retirees in St. Tammany Parish
🏡 Retiring in St. Tammany Parish? Here's How to Keep More of Your Money💡 1. Know What Income Is Taxed in Louisiana (And What Isn't) One of the biggest advantages of retiring in Louisiana? The state offers tax breaks for retirees—but only if you understand how to use...
How to Maximize Your 401(k) Before Retiring in St. Tammany Parish
How to Get the Most from Your 401(k) Before Retiring in Slidell, Covington, or Mandeville Retirement is a major milestone—and if you’re living in Slidell, Covington, or Mandeville, your 401(k) can be the cornerstone of your future financial security. But are you truly...
1000 Caruso Blvd. Ste 425
Slidell, LA 70461
833-320-0010