“The goal isn’t more money. The goal is living life on your terms.” – Chris Brogan

Let Us Introduce Ourselves 

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Our Process

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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

You deserve a strategy that adapts to your needs.

We create financial strategies tailored to your goals.

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<strong>Grow Your Finances.</strong>

Grow Your Finances.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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<strong>Financial Advice Shouldn't Be Complicated.</strong>

Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


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Meet Our Experienced Financial Professionals

Shane Goff

Shane Goff

President, Financial Advisor

(337) 534-4987

(337) 806-9996

Amber Jones

Amber Jones

Executive Assistant

(337) 534-4987

(337) 806-9996

Cassidy  Goff

Cassidy Goff

Administrative Assistant

(337) 534-4987

(337) 806-9996

Hilary Pluemer, CFP®

Hilary Pluemer, CFP®

Director of Practice Management

(337) 534-4987

(337) 806-9996

Nicole Marsh, CFP®

Nicole Marsh, CFP®

Account Manager - Marketing and Communications

(337) 534-4987

(337) 806-9996

Paul  Keeton

Paul Keeton

Vice President of Advisory Services

(337) 534-4987

(337) 806-9996

Wes Shindler

Wes Shindler

Compliance Officer

(337) 534-4987

(337) 806-9996

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