Work with Jerry

Louisiana Investment Advisor

I am a Fee-Only financial planner based in Kaplan and Lafayette, Louisiana and my specialty is to help clients transition into retirement from the working world. I have been assisting clients convert their retirement money into a steady monthly income for over 30 years. Although I am a local investment advisor, based in Louisiana I also have clients in other states around the country.

How do I work

As a Fee-Only financial planner, I proudly act as a Fiduciary for my clients. This means I always strive to put clients’ interests before my own in all recommendations I make.

As a Certified Financial Planner (CFP), I offer each investment management client a customized plan with a personalized portfolio that balances risk with returns to assist them in reaching their goals.

Can We Work Together?

Managing your money can be stressful and difficult.

As I mentioned elsewhere on my blog, some people just like managing their own money. If this is you, then we might not be a good fit, but if you have decided that enough is enough and you really want help from a qualified Fee-Only financial planner who is NAPFA registered CERTIFIED FINANCIAL PLANNER™ Professional with over 30 years experience, then I’d be happy to invest an hour of my time getting to know you better, your financial goals, and help determine if there’s value I can provide in your life.

Call (800)924-0255 or email: without obligation and let’s see if my firm is a good fit for you.

Take Care,


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