Phone (225) 926-0202  Fax (225) 926-0203

PO Box 78408  Baton Rouge, LA  70837  

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Common Questions Answered Through the Planning Process

Below is a list of some of the more typical questions we address with our financial plan:

  • What is my probability of running out of money?
  • What is the investment return (required return) I’ll need to earn to meet my goals?
  • What is the amount of capital I’ll need to fully fund all of my goals?
  • What is the expected return on my current portfolio?
  • How much risk is in my current portfolio and what could be the impact if the markets suffered?
  • What is the probability of experiencing negative returns in my portfolio?
  • How much life insurance should I carry and what’s the best type?
  • Should I purchase long-term care insurance or self insure?
  • Will my estate be subject to the Federal Estate tax and if so, how much could it be?
  • Will my heirs be well provided for and treated fairly if I should die unexpectedly?



NOTE: These are only a few of the more common questions addressed in the financial planning process. Additional questions would depend on your specific situation.