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Empress Investment Group

Administrative and Support Services

Jefferson Parish

5-20 Employees

No two individuals have the same exact financial make-up (assets, income, expenses, age, risk tolerance, etc.) which is why everyone deserves a plan customized for their needs. We aim to be the advisory firm that will help you to not only build your wealth, but also manage and protect it regardless of economic conditions. We are committed to building long-lasting and personal relationships with each client, and ultimately seek to take the guesswork out of the financial planning process for you.

 

Investment Strategies & Services Offered for Individuals and Businesses: 

  • Investment Strategies/Wealth Management 
  • Retirement Income Planning
  • Tax Reduction Strategies  
  • Estate Planning/Wealth Transfer 
  • Long-Term Care and Life Insurance
  • 401k Rollovers and IRA Transfers/Roth Conversions including "backdoor" Roth