Magnolia Wealth Strategies, a member of the Mass Mutual Financial Group

serving New Orleans, Baton Rouge, Shreveport, and Lafayette

T. 504-613-2000   |  F. 504.613.2055  | susanmiller@financialguide.com

Magnolia Wealth Strategies, a member of the Mass Mutual Financial Group 

                 

Our mission is to help you make informed decisions to meet your protection and investment/income needs. Our team of Financial Services Representatives help provide a source of information in our community.

Magnolia Wealth Strategies is backed by a team of professionals in investments and insurance who bring different points of view to your financial strategy. This holistic approach can help you build a truly diversified portfolio of retirement, wealth management, asset protection and estate planning solutions. You receive advice and guidance tailored to meet the needs of you, your family and your small business.

 

Our dedicated Financial Services Professionals can help you:

 

Understand which tax strategies may work for you

Through careful planning and investing, you can maximize tax-advantaged opportunities while reducing your state and federal income tax.

Maximize your retirement savings

An employer-sponsored retirement plan is a start, but experts agree that how much you save, and when you start, will determine the type of retirement you can enjoy.

Establish an estate plan

Creating an estate plan can assure that your assets will be transferred to your beneficiaries as efficiently as possible while minimizing tax consequences.

Make employee benefits work for you

Employer-sponsored life, disability, health and retirement benefit plans are a cost-effective way to ensure your financial security is on the right track.

Protect yourself and your dependents

Consider purchasing individual life insurance policies for yourself and your partner to help replace the lost income used to pay your mortgage and day-to-day expenses in the event of death. Also consider disability insurance to help replace a portion of your income if you become disabled and are unable to work.

Be smart about education needs

There are investment vehicles specifically designed for funding a child's or grandchild's education that can provide attractive savings options with no income restrictions on contributors.

 

 

 

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Contact Information:

Magnolia Wealth Strategies,
a  member of the Mass Mutual Financial Group

3838 No. Causeway Blvd. Suite 3400
Metairie, LA 70002
 

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Members SIPC.

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