The Anselmo Group

Lord Wellington Investments is a full-service investment advisory firm based in Baton Rouge, Louisiana, dedicated to serving families and businesses in south Louisiana and along the Gulf Coast. The firm emphasizes innovative financial and tax strategies, focusing on building long-term relationships and providing customized retirement plans tailored to individual client needs. With a holistic approach to retirement planning known as New Generation Retirement, Lord Wellington Investments guides clients through a comprehensive five-step system. The firm aims to assist clients in navigating the complexities of today's financial landscape while maximizing their investment aspirations and tax benefits. Generated from the website

Roland Doubleday is a Certified Financial Planner and Accredited Investment Fiduciary based in Metairie, LA, dedicated to providing individualized financial planning services to clients. With a strong foundation in finance and a commitment to operating in the best interests of his clients, he prioritizes their unique goals and risk tolerance to navigate life's financial challenges. With years of experience in various roles within the banking and financial services industries, Roland emphasizes integrity, honesty, and communication in his practice. He believes in leaving a positive legacy by fostering meaningful relationships and advocating for those affected by mental health issues, showcasing his commitment to community enrichment and social awareness. Generated from the website

Armor Financial Group is working with persons approaching retirement to advise in structuring their retirement as well as assisting retirees to manage their financial and lifestyle affairs. Our goal is to help retirees to coordinate and manage their resources and assets to provide satisfaction, peace of mind and quality of life in retirement. We address retirement in three key areas as we plan, protect and provide. Jeff Christian is president of Armor Financial Group and has 30 years of experience in financial services. He is a Certified Financial Planner and Investment Advisor, as well as Chartered Retirement Planning Counselor. With so many opinions on retirement and investment tools available today, it's important to work with a financial professional with specific expertise in services and strategies applicable to retirement planning. Armor Financial Group services are: Retirement Lifestyle Coaching, IRA Legacy Planning,Wealth Accumulation, Life Insurance Planning, Asset Protection, Charitable Giving Strategies, Tax Planning, Income Planning, Long Term Care Planning, IRA & 401(K) Rollovers, Estate Planning, Social Security Planning