Financial Planning

Financial Planning

Advocacy Financial is committed to helping you put a financial plan in place and manage your wealth that is unique to your circumstances and objectives. We pull the pieces together to coordinate customized financial plans for our clients. With investment management and insurance as a focus, Advocacy Financial addresses all aspects of your financial life, including retirement planning, estate planning, tax minimization strategy, risk management, education funding, as well as legacy and charitable planning.

The financial planning process is a deeply personal service and we would be honored for you to consider us to help you. Any items discussed will be held in a strictest confidence. When we carry out the financial planning process together, it is usually thorough, effective, and therapeutic. We seek to help clients avoid mistakes, manage risks, and optimize their circumstances. We provide you with access to financial planning software which can be tailored to your situation and adjusted to your dynamic life.

Generally, Financial Planning occurs in phases:

  • Consultation, including gathering info and data
  • Engaging together for services (Coordinating Financial Planning and Asset Management)
  • Confirm your information and your objectives
  • Review info with preliminary recommendations and implementation
  • Prioritize next steps
  • Periodic reviews and identify focus-areas based on a review schedule (semi-annual, annual etc.) or due to a material change in circumstances

Links and Resources:

to securely upload documents or files.  

CLICK HERE to log into your personalized financial plan (if you do not yet have login credentials, please contact the office)

CLICK HERE to establish your Fidelity Online Login and to consent to e-delivery of statements

CLICK HERE to log into your Louisiana START 529 Plan(s)

CLICK HERE to log into or set up Social Security Online

CLICK HERE to access Annual Free Credit Reports from the 3 major credit reporting agencies

CLICK HERE to add your phone number(s) to the National Do Not Call Registry

CLICK HERE to view your advisory account dashboard and document vault.

To learn more, reach out to us to see if we can schedule a confidential, no-cost consultation.