Our Process

Our Process

One thing our clients appreciate about working with us is that we don’t believe in cookie-cutter financial services or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we're privileged to serve.

tina
Tina Dandry Mayes, ChFC®,
CLU®, CLTC, MBA
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4181 Bald Eagle Park, Marrero, La 70072
Call Us: (504) 349-9169
Cell: (504) 812-9292

New Orleans General Office
639 Loyola Ave, Ste 1900, New Orleans, LA 70113
Call Us: (504) 569-0500