Our financial planning process is specifically designed to help you determine your priorities and financial goals, take an objective look at where you stand, and detail a realistic plan that is necessary to pursue your goals. A typical financial plan includes a review of cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning (for business owners).
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, best insurance companies out there. We will help to make sure that you're covering the most important aspects of your life while making sure you get the best and most affordable insurance available.
Our Services
In order to help you accomplish your goals, we provide the following products and services:
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Financial Planning Services
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Retirement Planning
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Education Expense Planning
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Fee Based Asset Management through LPL Financial
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Mutual Funds
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Life, Disability and Long Term Care Insurance
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Annuities
Planning to give you a better
life
Bonfanti Investment Services, LLC is a financial
services and
investments firm primarily serving Baton Rouge and Ascension
Parish. 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.
Securities
and advisory services offered through LPL
Financial, Member
FINRA/SIPC
The LPL Financial
representative associated with this website may discuss and/or
transact securities business only with residents of the following
states: LA, AL.
All pictures provided through a Creative Commons
license by Tad Odell,
Mike Baird,
anoldent,
Sam Ilic Photography,
Lonnie P,
Ryan Somma.
Web design by Tad Odell, available at tadodell@hotmail.com.
Investments
If you are like most investors, you are looking for the best
investments, the best investment advisor and the best investment
company. Through LPL Financial, our investment advice focuses solely on helping you
make informed decisions by educating you on your options while
keeping in mind your timeframe, risk tolerance, goals and
expectations.
Because we offer no proprietary products, we can help you make good
decisions without regard to sales quotas, bonuses or incentives for
placing you in a particular product.
