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Who We Are


Jack-BranchJack Branch has been a financial advisor in Louisiana for over 12 years 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, business owners, estates, and entrepreneurs seeking a total plan not just a boiler plate one size fits all plan.

His work history before coming into the financial services 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 daughter. He is active member of Church of the King, avid fisherman, father, and supporter of many charities/ministries.

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. Most people spend more time planning their summer vacations that they do their financial livelihood.

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 money turned out it wasn’t true when would you want to know?”

There are only two types of clients or potential prospects Jack works with:

1) Someone trying to make sure that they are preparing for retirement to have options, or

2) Someone that within 24 month that needs to align their financial processes to help give them the most income they can, with liquidity, and legacy if important.

Contact Jack about a free evaluation to see if what you are looking for and what he seeks in clients is a good fit.