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Financial People Recomendations in LC area.

Posted on 9/11/22 at 5:36 pm
Posted by thejudge
Westlake, LA
Member since Sep 2009
14039 posts
Posted on 9/11/22 at 5:36 pm
Anyone have any recommendations?

Looking to see about who can help the wife with money should I cease being here.

What I leave behind with life insurance shell need someone to help set it up for disbursement and to get as much out of it as possible. It'll be quite a bit.

We have 3 kids and homeschool so she doesn't work. She's a certified teacher and can get a job if needed but they'll need to be time for her to adjust to life without me potentially. Kids will need to be put back in school probably. Maybe move.

I'll have 950k for her. Everything paid but mortgage. It's an older home and there's not a ton left on that either.

Thanks for any recommendations.

Edit to add. We're 40. Kids are 12, 10, and 8
This post was edited on 9/11/22 at 5:37 pm
Posted by Zissou
Member since Jun 2012
284 posts
Posted on 9/11/22 at 7:33 pm to
Stephen Liles with Oak Grove Wealth Mgmt is worth a call.
Posted by Realityintheface
Member since May 2022
1784 posts
Posted on 9/11/22 at 7:56 pm to
Jody. Sorry. Thought this was the OT forum.
This post was edited on 9/11/22 at 7:57 pm
Posted by borrelia
Member since Mar 2009
2019 posts
Posted on 9/11/22 at 8:00 pm to
Would recommend Todd Blanchard at NW Mutual. He has helped set us up with a solid plan for retirement and kids future. For reference I’m 41 and wife is 40 so we are in a similar spot.
Posted by thejudge
Westlake, LA
Member since Sep 2009
14039 posts
Posted on 9/11/22 at 8:57 pm to
Thanks Zis and borrilea.

Posted by SlowFlowPro
Simple Solutions to Complex Probs
Member since Jan 2004
421901 posts
Posted on 9/12/22 at 7:40 am to
Perhaps we should talk

Sam Hebert literally copyrighted that phrase
This post was edited on 9/12/22 at 7:40 am
Posted by thejudge
Westlake, LA
Member since Sep 2009
14039 posts
Posted on 9/12/22 at 9:54 am to
Yea.. I've had some dealings there not financially and decided I don't want tonuse him for that.

Haha
Posted by lsuguru
Lake Charles
Member since Aug 2007
1782 posts
Posted on 9/13/22 at 7:56 am to
Anybody ever use FMP wealth advisors? Got recommended them by a friend
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