Our firm was started in Baton Rouge in November of 1987, and has provided income tax and financial services to the community since that time. I offer a full range of knowledge, experience and services to individuals and small businesses in the areas of financial planning*, retirement planning*, investment planning*, tax planning, education planning and tax planning.
Customized programs are designed to seek growth, and potentially conserve our clients’ wealth by delivering an unprecedented level of personalized service.
I offer a complimentary "Financial Check Up" meeting to begin your financial planning process. At this meeting we will discuss your financial goals and objectives, and how we can help you pursue those goals. I am also available to present financial seminars on various topics including, investing*, retirement planning, education, estate planning, insurance and tax advantages.
*These services are offered by Bonnie Jackson through her affiliation with HD Vest.
Securities services offered through HD Vest Investment Services(SM) (HDVIS), a registered broker-dealer, Member FINRA/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS), a registered investment adviser. HDVIS and HDVAS are located at 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038; 972-870-6000. HDVIS will not accept purchase or sales orders via any social media platform or its messaging systems. HDVIS reserves the right, to the extent permitted under applicable law, to capture, review, and retain all electronic communications. HDVIS does not provide tax or legal advice. This social media site may contain links to articles or other information that may be contained on a third-party website. HDVIS is not responsible for and does not control, adopt, or endorse any content contained on any third party website. Please visit www.hdvest.com/social_policy for more information.