Financial Planners Baton Rouge LA

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Baton Rouge, LA that can help answer your questions about Financial Planners.

Mrs. Chelsea R. Smith, CFP®
(225) 922-6903
7150 Jefferson Hwy
Baton Rouge, LA
Firm
UBS
Areas of Specialization
Comprehensive Financial Planning, Retirement Income Management, Retirement Planning

Data Provided By:
Mr. Whitcomb A. Morris, CFP®
(225) 448-3070
6605 Jefferson Highway
Baton Rouge, LA
Firm
Ameriprise Financial

Data Provided By:
Mr. Steven A. Billings, CFP®
(225) 448-3070
6605 Jefferson Hwy
Baton Rouge, LA
Firm
Ameriprise Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Ms. Dorothy A. Gilbert, CFP®
(225) 769-2320
7330 Highland Rd
Baton Rouge, LA
Firm
SagePoint Financial, Inc.
Areas of Specialization
Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Profession: Not Applicable

Data Provided By:
Mr. Charles N. Bombet Ii, CFP®
(225) 709-6211
2431 S Acadian Thruway Ste 285
Baton Rouge, LA
Firm
The Bombet Company LLC
Areas of Specialization
Business Succession Planning, Education Planning, Estate Planning, General Financial Planning, Planning for Couples, Retirement Income Management, Retirement Planning

Data Provided By:
Mr. Kerry G. Uffman, CFP®
(225) 926-1050
527 E Airport Ave
Baton Rouge, LA
Firm
Thomas Wilson Ragusa Uffman

Data Provided By:
Ms. Virginia A. Tyler, CFP®
(225) 333-0955
7550 Lasalle Ave Apt 105
Baton Rouge, LA
Firm
Self Employed

Data Provided By:
Mr. G. Wade Evans, CFP®
(225) 761-7870
6713 Perkins Rd
Baton Rouge, LA
Firm
Evans Investment Advisors, LLC

Data Provided By:
Ms. Helen E. Graf, CFP®
(225) 223-6048
2161 Quail Run Ste C
Baton Rouge, LA
Firm
Graf Financial L.L.C.
Areas of Specialization
Divorce Issues, General Financial Planning, Investment Management, Retirement Planning, Securities, Sudden Wealth Management, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Ms. Mary K. Martin, CFP®
(225) 215-3651
6719 Perkins Rd.
Baton Rouge, LA
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Estate Planning, Insurance Planning, Investment Management, Investment Planning, Life Transitions

Data Provided By:
Data Provided By:

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina