A retirement planning firm serving the North Shore and the New Orleans metropolitan area. We are an independent planning firm with over forty years of experience in guiding and assisting conscientious people to plan for and enjoy retirement. Our planning and advisory processes are comprehensive and educational by design. We maintain a fiduciary standard which means that we place the best interest of our clients first. Our ultimate objective is peace of mind and quality of life in retirement for the people we serve.
About Us
At Armor Financial, we believe that knowledge is power especially dealing with your finances. With so many opinions on retirement and investment tools available today, it’s important to work with a financial professional with specific expertise in services and strategies applicable to retirement planning.
A successful retirement starts with understanding where you are today and where you want to go. We take the time to have an open, candid conversation about your goals, resources, concerns, and the progress you’ve already made toward retirement.
Plan
Formal retirement planning essential. We’ve seen time and again that the quality of your retirement is closely tied to the quality of the planning behind it.
The more you learn, explore your options and prepare, the more confident and informed you can be about the decisions ahead. You want to retire to something not from something and planning provides the tools to make that reality.
Protect
Protection, from our perspective, means preparing for the forces and events that can erode wealth and compromise your retirement vision. It means identifying potential risks, pitfalls and places where money can fall through the cracks, then putting strategies in place to help protect what you’ve worked hard to build. Because in retirement, the wrong risks can cost you more than money. They can cost you time, opportunities and quality of life.
Provide
Our approach begins with education and understanding. We believe knowledge is power, and that a clear understanding of what it takes to achieve a quality retirement is essential to making confident decisions. When you understand what we recommend, why we recommend it and how it supports your goals, you can move forward with greater confidence and peace of mind. Ultimately, that peace of mind is what we believe you hire us to provide, and it is the purpose behind every relationship we build.
Discover The Power Of
A Written Plan
Business owners and CEOs have written business plans, ship captains chart their courses, and doctors create treatment plans for their patients—all relying on written plans of action to provide goals, direction, and a clear path toward a defined outcome.
Independent Advice
We provide objective, personalized guidance based on your unique needs, without sales quotas or incentives to recommend proprietary products. We evaluate your options and recommend the strategy that best fits your situation.
Relationship
We believe that the quality of our relationship with you is most important. That’s why we prioritize getting to know who you are financially and your retirement dreams and goals.
A 3 Step Review
- How will this decision affect my taxes
- How will this decision affect my cash flow
- How will this decision affect my exposure to risk
