|
|||
Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation), needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. We can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.|
1042 Camellia Blvd., Suite 11 Phone: 337-761-7000 |
Nolan Venable, Jennifer Venable, and Matthew Hebert are Registered Representatives of and offer securities products & services through Royal Alliance Associates, Inc. Member FINRA (www.finra.org) SIPC, a registered broker-dealer. Advisory services are offered through Royal Alliance Associates, Inc. a Registered Investment Advisor. In this regard, this communication is strictly intended for individuals residing in the states of Louisiana, Florida, Texas, California, Maryland, Missouri and Oregon in which they are securities licensed. No offers may be made or accepted from any resident outside the specific states referenced. Tax preparation and representation is offered through Tax Advisors, LLC and is not affiliated with Royal Alliance Associates, Inc.
IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
Per IRS Circular 230, we must inform you that, unless otherwise expressly indicated, any federal tax advice contained in this website, including any communications, inquiry responses, attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of 1) avoiding tax-related penalties under the Internal Revenue Code or 2) promoting, marketing or recommending to another party any tax-related matters addressed herein.