Background

Joanna S. Slade, CLU®, CFP®, EA

Advisory Representative

(985) 370-2314

For over 30 years, I have had the honor of assisting clients in the areas of insurance and investment planning. I am licensed to offer life and health insurance, including Medicare health products, annuities, dental and vision products...

My Mission Statement

I am committed to effective long-term financial solutions, client relationships, and maintaining the highest degree of professionalism. I will use my knowledge of the industry, resource materials, and support of the companies I represent to assist my clients and obtaining their financial goals in the most efficient ways possible.

My primary goals is to develop a long-term, trusting relationship with you.

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, or have questions regarding insurance or tax planning, my personalized service focuses on your needs, wants, and long-term goals.

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