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Louisiana Business Resource Group, LLC

Our Group is specifically experienced in working with CPAs, Tax Attorneys, Board Certified Estate Planning Attorneys and Business Owners alike. Each Client experience begins with the goal of making a positive impact on our Client’s bottom line.

Who We Are

We endeavor to help clients succeed in achieving their financial goals.

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What We Do

Our comprehensive financial management means we're ready to address your every need.

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Why We Do It

Individualized strategies ensure that your goals are always a priority.

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Plan With Us

Plan With Us

We can only do what is best for our clients if we have the independence to offer a broad variety of concepts and products. Our mission is to be a complete resource for your business and personal needs. We know each client is unique and create plans with a holistic approach to fit their needs.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and Plan With Us.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.
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Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."