OUR SERVICES
Imagine a financially secure retirement.
RETIREMENT INCOME STRATEGIES
Whether you’re receiving a pension, own income producing real estate or are living off an investment portfolio, today’s retirement is different. With many of us living 25 or 30 years in retirement our assets have to work harder than ever and we need to be smarter than ever. Tubreauxs assists clients in the development of a plan that meets your long term retirement goals with a high probability of success. Plan today and enjoy success tomorrow.
GROWTH STRATEGIES AND PORTFOLIO OPTIMIZATION
Investing is a trade-off between risk and reward. Generally, the more risk one is willing to assume the greater the reward. But today’s financial markets are complex and often times investors are unaware of the risks within their portfolios and are seldom compensated for the risks they assume. Tubreauxs offers investment strategies designed to minimize risk, maximize return and compensate investors for the risks they assume.
TAX EFFICIENT PLANNING
Different investments will have varying impact on your growth and income due to tax consequences. Taxes cannot be ignored as they can be a substantial drain on your income. Tubreauxs will review your situation and create a tax efficient investment strategy designed so you can keep as much of your income as possible.
CONSULTATION SERVICES
Sometimes you just need a little guidance. An answer to a few questions can make all the difference. Tubreauxs is available to answer any of your questions. If I believe you’ll be better served through a broader conversation I’ll let you know. Tubreauxs will answer any question without charge and without pressure.
Send your question using the form. I promise I won’t call you to sell you anything.
Address
252 N Wheeler St.
JASPER, TX, 75951
gdannar@tubreauxs.com
Advisory services are offered through Tubreauxs Wealth & Legacy Solutions, LIC a Registered Investment Advisor in the Texas and Louisiana. Insurance products and services are offered through Gary Dannar and his associates doing business as Tubreauxs Wealth & Legacy Solutions (TWLS Insurance).
Estate plans provided by FamilyEstateDocs.com