The Presley Group Email Format
Investment ManagementLouisiana, United States0-1 Employees
We have been working with individuals and businesses in the Greater Baton Rouge area for over 15 years. Christy Smith holds various professional designations, and is qualified and licensed to sell a variety of insurance products - all designed to protect your principal. You are more concerned than ever about outliving your money. With all the bumps in the road through your retirement years, it is vital that you map out a retirement strategy to: ► minimize taxes ► keep more of your Social Security check ► enable your investments to effectively fight inflation ► protect your principal and annual gains ► protect your wealth from your health, creating a barrier between assets and illness We are dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals, and we participate in the management of your finances. It's not just about selling you a product, but about helping guide you in all of your financial decisions. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. We’re looking forward to using our expertise to help you pursue your financial goals. Please call us at (225) 791-5773.