Who We Are
Optimal Way To Retire
Jack Branch has been a financial advisor in Louisiana since 2001 helping clients clearly layout their objectives, identifying the risks that inhibit those goals from becoming a reality, and putting together a custom plan for each client.
Jack has been recognized nationally and locally as a top advisor to professionals, CPA's, business owners, and entrepreneurs seeking a holistic plan not just a boiler plate one size fits all plan.
His work history before coming into the financial industry gives a fresh outlook on things to look at versus having been in only one industry throughout his entire career. Jack is a graduate from the University of Tennessee in Knoxville and lives in Covington with his wife, Renee. He is an active member of Northshore Bible Church in Covington, avid golfer, husband, father, and active supporter of JH Ranch and Band of Brothers. Jack and Renee have a blended family of Kristen, Kody, and Anna Grace. Faith and our family are foundation for all we do and why we do it.
Jack has a passion for helping clients understand what their potential can be over trying to just meet ones needs. He believes that there is so much misinformation to the public that instead of giving an opinion on topics that you should use an objective approach.
Questions to take a close look at include: why one is saving, exit strategies out of a business, risk management, and how to make sure that you have options if life throws you curveballs before you get to enjoy retirement.
The question that I think he asks that is very critical is “if what you thought to be true about your money turned out it wasn’t true when would you want to know?”
There are three types of clients or potential prospects Jack works with:
1) Someone trying to make sure that they are preparing for retirement to give themselves plenty of options
2) Someone that within 24 months that needs to align their financial processes to help give them the most income they can, with liquidity, and legacy if important.
3) Business Owners that seek more proactive value added services to assure tax efficiency, risk management, and wealth accumulation/preservation/distribution phases the organize the "junk drawer". How often have you gotten your CPA, attorney, stock broker, financial advisor, banker, all together in one room to talk about you. I bet never. That's the job via our family office to provide state of the art planning vs. the traditional advice: save more, spend less, take more risk.
Contact Jack about a free evaluation at 504-520-8048 or fill out the form below.