If you want to work your whole life that's your business, if not, that's my business.

General Info

I work with two types of people: 1. folks within a 24 month window of retirement trying to make sure their income can be maximized using strategies that are sound not left up to just chance, and 2. folks trying to determine how to get themselves in an optimal position with their savings to not just accumulate a sum of money but have that money produce the desired income, liquidity, and legacy in that order of priority.

HoursCLOSED NOW

Regular Hours:

Mon - Fri	8:00 am - 5:00 pm
Sat - Sun	Closed

Contact Info

Phone:

Main - 504-520-8048

Address:

201 Holiday Blvd #400 Covington, LA 70433

Link:

http://www.branchwealthstrategies.com

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Categories

Financial Planners, Financial Planning Consultants

Services / Products

Financial Planning, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Investment Management, Annuities

Location

Jack is based in Covington but serves clients all over the United States.

Amenities

Facilitate Wills and Trusts; Evaluate Auto, Home, and Liability Insurance; Real Time Financial Aggregation

Associations

BNI Business Hurricanes Chapter