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A message from Gene
The investment climate has never been more exciting or more challenging than it is today.
To take advantage of all available opportunities, investors need two things: an understanding of which investments products are most appropriate for their situation and a relationship with a experienced Advisor who has a clear understanding of their needs.
By keeping client’s objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, SLFS maintains a constant commitment to putting service first.
Our Advisors are dedicated to working towards your financial goals.
With your knowledgeable Financial Advisor and the convenience of a full service investment firm at your command, achieving financial independence can be more than just a dream. We’re ready to help you work towards turning your financial goals into a reality.
As a full-service financial consultant, we feature a wide range of investment opportunities to address your needs.
We specialize in: Financial Plans, Estate Plans, Retirement Planning, College Education Savings Plans, Portfolio Reviews, Traditional & Roth IRA’s, Rollover IRA's , 401K & Retirement Plan Distribution Planning, Employee Retirement Accounts, Mutual Funds, Fixed & Variable Annuities, Life Insurance
With your customized financial strategy, WE CAN HELP YOU determine where you are financially, analyze your needs and goals, and create a practical strategy to help you pursue those goals.
· Gene Songy
About Us
Our Company
SLFS was founded with the goal of assisting our clients in every aspect of their financial lives. Our goal is to provide the most personal service available. We strive to help create financial stability for each of our clients.
Our Commitment
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our Principles
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email of give us a call at 985-223-6791.
What We Do
Retirement Planning
Time is money, and managing your wealth can be overwhelming. At South Louisiana Financial Services we strive to help you preserve and manage your assets so you can focus on enjoying them.
Investment Portfolio Analysis
Do you understand your portfolio? South Louisiana Financial Services can help you analyze and understand your portfolio and help you determine if your investments are appropriate at this time in your life. We can work with you to create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Life Insurance
Preparing for the unexpected is something we specialize in at SLFS. We thrive on giving clients confidence in their future. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
How We Work
Initial Meeting
Our first meeting will tell me a lot about your goals and what you want to accomplish. I will use this opportunity to get to know you and your family. We will go over your finances and talk about potential products that will help you pursue those goals.
Preparation
After getting to know you and understanding your needs and long term goals I will create a plan that will be presented to you at our second meeting. From there we can discuss different options and let you choose which you are most comfortable with from a risk standpoint.
Implementation
We will get your accounts opened and get to work for you immediately. We will meet with you at least once per year and anytime you wish in between. The focus will always be to keep you on track and adjusting as your life changes.
Our Clients’ interests come first.
By serving them well we will also succeed.
Resources
Articles
Educate yourself on a variety of financial topics.
Calculators
A host of financial tools to assist you.
Flipbooks
These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.
Newsletters
Timely newsletters to help you stay current.
Glossary
Financial terms from A to Z.
Videos
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
Contact Us
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Send Message
Houma Office:1356 W. Tunnel Blvd.
Houma, LA 70360
Phone: (985) 223-6791Fax:
(985) 777-9092
Cut Off Office:
110 Picciola Pkwy.
Cut Off, LA 70345
Phone: (985) 632-7878Fax:
(985) 777-9092
