Equilibrium Financial Planning LLC
At Equilibrium Financial Planning we help New Orleans retirees and pre-retirees with $1 million or more pay less in taxes, know how much they can safely spend, and optimize their investments for lasting retirement confidence. We understand this stage of life brings unique opportunities and complex challenges, which is why we serve as your personal Chief Financial Officer (CFO) so that you can realize your vision for retirement.
We are dedicated to providing you with expert advice across all aspects of your financial landscape. Our comprehensive suite of services includes:
- Cash flow & budget analysis
- Retirement planning
- Customized, tax-aware investment management
- Tax planning
- Insurance and risk management
- Estate planning
- College planning, gifting, and more
Ready to see how a tax-efficient retirement plan can work for you? Visit us at: https://equilibriumfp.com/contact or call (504)229-2494 to schedule your complimentary financial assessment today.
As a fee-only fiduciary, we are bound to the highest duty of care, are never paid a commission, and have a legal obligation to provide unbiased and trustworthy financial advice. We prioritize integrity and transparency as we help you achieve your financial goals.
At Equilibrium, our mission is simple: to help you retire with confidence by balancing what you spend, what you save, and what you keep after taxes.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.