Our Services

What we do

Our team at The Consortium approaches both our personal and business clients from a holistic planning approach. We take into effect all areas of their lives, so that they will have the solutions in place before they even need it.

The Consortium

Works with companies and business owners

consulting with them on issues that might be holding their business from going to the next level and for future generations. This could mean access to capital, advice on structure and succession planning. We are constantly looking for ways to reduce cost while not sacrificing benefits and retirement plans.

Wealth management

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INDIVIDUAL PLANNING

Retirement Services

Business Solutions

Special Needs Planning

Services

Wealth Management

With more wealth, comes more risk. You’ve built this estate now what? How do you better protect your assets? At the Consortium we meet the unique and sometimes complicated needs of clients with a multiplex of solutions to manage, grow and pass on their wealth while protecting their assets and using tax saving strategies.

As we’ve been told, it’s better to build by using other peoples’ dollars. No one likes to pay interest. We can teach you how to pay your self interest, rather than a bank.

401K
CORPORATE RETIREMENT PLANS
457
403B
ANNUITIES
RETIREMENT INCOME PLANNING
infinite banking

Services

Retirement Services

Once upon a time, you would start in a company and work there for 40 years, then retire. Today, that’s not the case. Now you are on your own to learn and prepare your retirement planning yourself. Here at The Consortium, we want to be the one to take that daunting task from you, so you can focus on what matters most. By taking your goal and target date we can develop methods that are portable, flexible, and can adapt to your risk tolerance throughout your life.

*We can work with your CPA and or attorney, also provide you to one of our own if need be

401K PROPER ASSET ALLOCATION
ANNUTIES
INCOME MAXIMAZATION
DISTRIBUTION STRATAGIES

Services

INDIVIDUAL PLANNING

Individual planning does not always mean individual planning. There is usually someone who depends or relies on you. What happens if all of a sudden some health reason or accident occurs and you can’t go to work tomorrow? Who will be affected and who will you need to depend on? These are the things we protect you from. We take care of the “what ifs” so you don’t have to rely on others. In addition with our individual planning we help you manifest your dreams into reality with protection, wealth accumulation and conservation with the proper ground work and execution.

DISABILITY
LIFE INSURANCE
ANNUITIES
HEALTH INSURANCE
VOLUNTARY BENEFITS
MAXIMIZATION OF RETIREMENT
LONG TERM CARE
EDUCATION FUNDING
ESTATE, GIFT AND TRUST STRATEGIES
WEALTH TRANSFER

Services

Special Needs Planning

One of the plans that have been overlooked in society is special needs planning. When you have a child with special needs there are a lot more risks involved in regards to their stability and financial future. We work together with special needs attorneys and the state to make sure your child will be taken care of if something happens to you or their caregiver. We want to make sure and protect your assets and your legacy to your other descendants without sacrificing the needs of the other child.

TRUST PLANNING
SECURED LEGACY
BENEFITS COORDINATION
TRUST OWNED LIFE INSURANCE
COLLEGE PLANNING
GUARDIANSHIP ALTERNATIVES
CONTINUED SUPPORT
RETIREMENT YEARS

Services

Business Solutions

Owning a business is like having another family and an extended family. It can be overwhelming and daunting. You are not only responsible for yourself, your business, and your family, but you’re also responsible for your employees and their family. Here at The Consortium, we help you navigate those waters with our abundant and diverse courses of action. While keeping your budget and risk tolerance in mind. We also evolve our plans to change and grow with you and your business.

VOLUNTARY BENEFITS
STRESS TEST
FEE BENCHMARKS ADJUSTMENTS
HEALTH INSURANCE
BUY/SELL
KEY MAN
401K PLAN DESIGN AND IMPLEMENTATION
GOLDEN HANDCUFFS

BUSINESS SUCCESSION PLANNING
TAX STRATEGIES
DENTAL, VISION AND HEARING
STUDENT LOAN AND REPAYMENT
COLLEGE SAVINGS PROGRAMS
EXECUTIVE BENEFITS
RECRUIT, REWARD AND RETENTION
BUSINESS OVERHEAD EXPENSE

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. 

800  North Causway Blvd. Ste. 2b Mandeville, La 70448

(985) 377-9408