We are a fee-only financial planning firm, serving clients throughout the greater New Orleans area. While we specialize in the medical community, we have a broad array of clients from young professionals through retirees. We earn no commissions, whSee More...
Personal financial planning for small businesses, executive compensation and benefit strategies, retirement, tax management strategies and estate planning strategies.
Many of my clients are successful professionals preparing for retirement and nee ... See More
Shelley Ferro, CFP, EA
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