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+1 337-232-8480
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| 3909 Ambassador Caffery Pkwy Ste L, Lafayette, LA, 70503 | |
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2.7 miCongress and Foreman
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Specialties
Financial Planning
Annuity Experts
Social Security Maximization
Retirement Planning
Retirement Income Planning
Retirement Income Maximization
History
Established in 2007.
Rory Richard, with Financial Concepts, has been in the Financial Services Industry for 14 years. We specialize in income planning through Social Security maximization and coordination of personal assets. We aim to lower risk while helping people navigate through life to ensure a happy and successful life before and during retirement.
