Financial Planners Mandeville 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 Mandeville, LA that can help answer your questions about Financial Planners.

Robert Reed
Personal Financial Advisors, LLC
(985) 898-0450
P.O. Box 3730
Covington, LA
Expertises
Ongoing Investment Management, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Robert Reed
Personal Financial Advisors, LLC
(985) 898-0450
100 Tyler Square, #6
Covington, LA
Expertises
Ongoing Investment Management, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Thomas J. Zitzmann, CFP®
(985) 674-5192
849 Galvez St
Mandeville, LA
Firm
Lakeview Financial Services LLC
Areas of Specialization
Education Planning, General Financial Planning, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. James M. Dombrowski, CFP®
(985) 674-7000
1590 W Causeway Approach Ste 1
Mandeville, LA
Firm
Benjamin F. Edwards & Co.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Management, Investment Planning, Retirement Income Management

Data Provided By:
Mr. John G. Curren Iii, CFP®
(985) 674-4117
2895 Hwy 190
Mandeville, LA
Firm
Charles Schwab & Co., Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, Insurance Planning, Investment Management

Data Provided By:
Lauren Lindsay
Personal Financial Advisors, LLC
(985) 898-0450
P.O. Box 3730
Covington, LA
Expertises
Helping Clients Identify & Achieve Goals, Advising Employee Benefit Plan Participants, College/Education Planning, Advising Medical Professionals, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. William J. Hrapmann Jr., CFP®
(985) 674-4400
4012 Lonesome Road
Mandeville, LA
Firm
Bill Hrapmann Investment Advis
Areas of Specialization
Asset Allocation, Estate Planning, Insurance Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Ray Hebert Jr., CFP®
1327 W Causeway Approach
Mandeville, LA
Firm
Metlife

Data Provided By:
Mr. Edward K. Lozano Jr., CFP®
(985) 727-9695
220 Dalwill Drive
Mandeville, LA
Firm
EK Lozano & Co LLC

Data Provided By:
Mr. Lawrence R. Spinosa, CFP®
(985) 674-6722
4565 Lasalle St
Mandeville, LA
Firm
Spinosa Wealth Management Group

Data Provided By:
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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