INVESTMENTS

Anyone you entrust your investments with should be considering your timeframe, risk tolerance, goals and expectations.  As a Fee-Only Investment Advisor you can rest assured that your money will be invested with your best interests in mind, not your advisor’s potential commission.

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FINANCIAL PLANNING

We view the financial planning process as an ongoing conversation around your short, intermediate, and long term goals. Since there is no way to tell what life will throw at us, let’s talk about what “ideal” would look like. As life happens, we’re here to talk about those changes and help keep you focused on what you’re trying to accomplish.

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INSURANCE

If you are looking for an affordable, low cost life, disability or long term care insurance policy we have access to some of the largest and most reputable insurance companies out there. We will help to make sure that you are covering the most important aspects of your life while making sure you get the best and most affordable insurance available.

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PLANNING FOR A BETTER LIFE
We are dedicated to providing personal service, education and guidance to our clients. Our goal is to build a lasting relationship with our clients based on a consistent client centered experience and independent guidance on a wide variety of financial products and services.

CONTACT US TODAY

Address: 14313 Bluff Pass Dr. Prairieville, LA 70769 | Office: 225-612-3984 | Fax: 866-470-3984 | Email: michael@bonfantiinvestments.com