Financial Strategies

Effective solutions for every stage of life.

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Estate Planning

Preserve a legacy that will last.

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Investment Advice

Smart financial advice for the discerning investor.

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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

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.

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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.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

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How Stocks Work

Understanding how a stock works is key to understanding your investments.

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A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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Meet Our Team

Alan Comer

Beth Davis, CPA, CFP, CGMA, PFS

Sean Davis

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."