The Team

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.

Our Advisors

Richard A Hinton

Richard A Hinton

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Investments
  • Family Finances
  • Retirement Planning Strategies

Education

BS Degree in Business Management from McNeese University

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Robert Reed Mendelson Jr

Robert Reed Mendelson Jr

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Investments

Education

B. A., 1972 George Washington University Washington, D C, Board of Standards, Inc.; Certified Financial Planner 2006

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Our Staff

Shiela Doucet

Shiela Doucet

Registered Client Service Associate

Assistant
Tracey Veillon

Tracey Veillon

Client Service Associate