Our FREE Estate Planning Course is a five-week seminar-by-mail. Each week you will receive a 4-page lesson on the whys and hows of estate planning, with leaving a legacy in mind. There is no cost or obligation.

Click HERE to sign up!

We would love to talk with you.  You can give us a call:

(225) 346-1535 | phone
(800) 256-9317 | toll free
(225) 343-0756 | fax

Or, if you would like us to contact you, just fill out the form and let us know what is most convenient for you.


We help individuals

reach their financial goals.

The Foundation works closely with individuals helping them accomplish their goals.  Utilizing wills, trusts, charitable gift annuities and more, the Foundation can often help improve your current financial lifestyle and provide a vehicle for you to give to a ministry that has blessed you.

Getting started is easy and everything stays confidential.  We would love to sit down at our office or your location and talk about your goals.  So let's get started. 

How can we help?

Send us a note:

we will contact you at your convenience

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