|
About Fleur de Lis Financial
Fleur de Lis Financial is a comprehensive Financial Services Firm and General Agency of Massachusetts Mutual Life
Insurance Company (MassMutual) serving the state of Louisiana and Southern Mississippi. Our objective is to assist our
clients in achieving financial independence in a complex and constantly changing world. We design strategies to help you achieve
what is important to you. With nearly $1.5 Billion of Life insurance coverage inforce (1), and over $164 Million of client
policy and account values (2), we are one of the premier Financial Services Firms in the State of Louisiana
We believe that successful people are often simply too busy to coordinate all of their assets into a systematic strategy.
Their insurance, investments*, estate planning, college tuition funding, retirement planning and asset allocation* are
often handled by a variety of financial services professionals who work independently. We offer a team of professionals who
can provide the required coordination and implementation.
Our goal is to help you to achieve your financial objective. We pledge our knowledge, our resources and our dedication
to integrity in all we do. We begin with a thorough assessment of your present financial situation so you can see where
you stand. We listen in order to gain a thorough understanding of exactly what your objectives are for you, your family and
your business. Only then do we begin to design a financial strategy specifically for you. We are able to prepare this
strategy as a result of having a complete spectrum of custom designed financial products and services which include:
- Financial Resource Analysis
- Retirement Planning
- College Funding Products
- Investment Products
- Estate Analysis
- Business Continuation Planning
- Executive Fringe Benefits
- Employee Benefit Products & Services
- Complete Fee-Based Financial Planning
1. Amount of indivisual life insurance in force at the end of period related to products issued by Massachusetts Mutual
Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML May State Life Insurance Company.
2. Includes values of MassMutual and subsidiary insurance companies insurance and retirement products and investment
products offered through MML Investors Services, Inc., a MassMutual subsidiary.
*Securities, investment advisory and financial planning services offered through Qualified Registered Representatives of
MML Investors Services, Inc., member SIPC. Supervisory Office: 1 Galleria Boulevard, Suite 909, Metairie,
LA 70001 Tel: (504) 299-8971.
We are licensed to sell securities in the following jurisdictions: GA, LA, MS
We are licensed to sell insurance in the following jurisditions: AR, CA, FL, GA, KS, KY, LA, MA, MN, MO, MS, MT, NC, NM,
PA, SC, SD, TN, TX, UT, VT, VA, WA, WI, WV
We cannot communicate with, nor respond to requests from, users who reside in jurisdictions where we are not licensed to
conduct insurance and/or securities business.
Homer J. Fouquier, Jr. CA license #0F59930 is licensed to sell insurance in the state of California, but lives in
Louisiana.
Homer J. Fouquier licensed in AR #153054 but domiciled in LA.
Michael J. Fulco licensed in AR #236683 but domiciled in LA.
|
