Process
Creating strategies that are tailored to your needs and goals.
History
Over 25 years of experience guiding clients through life transitions.
Joanna S. Slade, CLU®, CFP®, EA
Advisory Representative
(985) 370-2314
For over 25 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...
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.