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Comprehensive Financial Services

From retirement planning to legacy building, we provide the expertise and personalized strategies you need for financial success.

Our Core Services

Three pillars of financial security designed to protect and grow your wealth

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Custom Retirement Plans

Personalized retirement strategies designed for your unique situation and goals.

  • Tax-free income strategies

  • Social Security optimization

  • 401(k) and IRA planning

  • Healthcare cost planning

  • Inflation protection strategies

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Solid Investments

Strategic investment planning with downside protection and growth potential.

  • Diversified portfolio management

  • Risk assessment and mitigation

  • Market volatility protection

  • Regular portfolio reviews

  • Performance monitoring

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Life & Legacy Planning

Comprehensive planning to protect your loved ones and preserve your legacy.

  • Life insurance strategies

  • Estate planning coordination

  • Beneficiary planning

  • Charitable giving strategies

  • Wealth transfer planning

Additional Services

Comprehensive support for all your financial planning needs
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Trust & Estate Planning

Protect your assets and ensure smooth wealth transfer to future generations.

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Tax Optimization

Minimize your tax burden while maximizing your wealth accumulation potential.

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Financial Planning Review

Comprehensive analysis of your current financial situation and recommendations.

Our Process

A proven approach to financial planning success

1

Discovery

We learn about your goals, concerns, and current financial situation

2

Analysis

Comprehensive review of your finances and identification of opportunities.

3

Strategy

Custom financial plan designed specifically for your unique needs.

4

Implementation

Put your plan into action with ongoing support and monitoring.

Ready to Secure Your Financial Future?

Schedule a complimentary consultation to discuss your goals and learn how our personalized strategies can help you achieve financial security.

LaBostrie Financial

Quick Links

Business Hours

Personalized financial consulting focused on tax-free lifetime income, downside protection, and legacy building.

(800) 759 1504 

Services@labostriefinancial.com

650 Poydras st Ste 1400 New orleans,LA 70130

Monday - Friday: 9:00 AM - 5:00 PM

Saturday: By appointment only

Sunday: Closed

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