- Tax PlanningBy being aware of tax rules and tax-advantaged investment strategies, we can avoid some of the tolls along the way. Our goal is to help minimize the amount of tax incurred.
- Charitable GivingIf your resources have exceeded the requirements of your own journey, you may want to transfer them to a cause that is important to you. We can help design the most efficient strategy to accomplish that.
- Estate Taxes
- Tax Services
- Investment ManagementIf your financial plan is a roadmap, investment management is the vehicle you are traveling in. We work to ensure that you are in the most appropriate vehicle for the roads we will navigate.
- Accounting Services
- Financial PlanningJim has served on the board of directors for the Greater New Orleans Chapter of The International Association for Financial Planning (IAFP) for several years. He is currently a member of the Financial Planners Association (formerly IAFP). He has been a key speaker on Market Timing and Technical Analysis at Money Watch Live. Jim has also been featured in
- Retirement PlanningWhen it comes to retirement planning, much of the advice you will encounter has two big flaws: Fear is a Read More
- Long Term CareJames Olsen (Jim) graduated from Louisiana State University with a Bachelor’s degree in Sociology. He began his financial services career in 1977 and received his Certified Financial Planner designation in 1983. Jim’s areas of concentration include retirement planning, estate planning, and long-term care planning. Jim specializes in asset management for retirees and affluent individuals. He is a Registered Investment Advisor and a Registered Principal with Crown Capital Securities, L.P. and the branch manager for its Gretna office.
- Asset Management