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Advantaged Assets

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Offering securities products and services through NYLIFE Securities LLC These testimonials are no guarantee of future performance or success.

400 E.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither Advantaged Assets nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Advantaged Assets is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. Kaliste Saloom Ste. 5100, Lafayette LA 70508
337-261-9863

AR License #4694141
CA License

10/30/2026

Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.

10/28/2026

Inheriting a home with siblings or other family members can bring financial, legal and emotional decisions. Here's what to know about your options, from selling the property to buying out another heir.

Inheriting a house with siblings can raise questions about ownership, taxes and costs. Learn your options for selling, keeping or buying out the home.

10/26/2026

For generations, a college degree held the promise of a well-paying job and financial stability — but, boy, have times changed!

A new business model nixes the frat parties and the student debt.

10/25/2026

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.

10/24/2026

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.

10/22/2026

We're proud to be named to Barron's 100 Best Annuities list for 2026.

At New York Life, we're committed to making annuities easier to understand and easier to use, helping you navigate retirement with greater confidence. We're honored by this recognition and remain dedicated to providing solutions designed to help you build a secure financial future and protect what matters most.

Read Barron’s article: https://bit.ly/4hKTGKK

New York Life Annuities is honored to be named to Barron's 100 Best Annuities list for 2026. This recognition reflects our ongoing commitment to helping financial professionals make retirement planning easier for their clients through solutions, tools, and support designed to bring greater clarity a...

10/21/2026

If you or someone you care for has a qualifying disability, an ABLE account can be a tax-efficient way to invest for the future—and remain eligible for essential federal benefits. Learn more here: https://nyl.co/4z1yZQX

10/19/2026

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children can prevent conflict before it starts.

10/18/2026

529 savings accounts are a popular way for grandparents to help pay for education. Learn about how they can make the most of a 529 plan.

K-12 tuition, tax breaks, and Roth IRA rollovers: How grandparents can make the most of a 529 plan.

10/17/2026

Although equal splits look fair on paper, they can ignore lifetime gifts, different needs, or hard-to-divide assets and leave siblings fighting long after you’re gone.

Although equal splits look fair on paper, they can ignore lifetime gifts, different needs or hard-to-divide assets and leave siblings fighting long after you’re gone.

Address

400 East Kaliste Saloom R, Suite 5100
Lafayette, LA
70508

Telephone

+13372619863

Website

facebook.com

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