Fee Based Planning
The Financial Planners* of Fleur de Lis Financial provide financial planning advisory services to an affluent clientele
consisting of owners of closely held businesses, corporate executives, and many different professional categories listed
below (not all inclusive). Planning is focused on specific areas and based upon each client’s individual financial
situation and personal objectives. The degree of detail and sophistication of the financial planning services provided
varies according to the individual client’s wants…and needs. Each client is offered 4 different levels of services that
would be determined by whether or not the client wanted or had a need for services such as a customized web site available
to them with updated account values nightly…or if the client only had needs for and wanted only a fee based plan to be
provided (consult your advisor on the 4 different levels of service available and which one fits your situation best). We
can be involved with (but are not limited to) Estate Planning**, Business Succession Planning**, Investment Planning*,
and Retirement Planning.
Estate Planning** would include providing advice regarding property ownership, distribution strategies, estate tax
reduction, and estate tax payment techniques. It involves a discussion of gifting, trusts, wills, etc., and the disposition
of business interest. Tax consequences and their implications are identified and evaluated.
Business Succession Planning** would provide alternatives and strategies dealing with the continuity or disposition of
the business upon the business owner’s retirement, death, disability, or decision to sell. Tax consequences and their
implications are identified and evaluated.
Investment Planning* would include constructing investment portfolios to help achieve optimal performance relative
to accumulation and income objectives. Existing investments are evaluated for risk, return and tax characteristics. An
investment policy statement can be developed to formalize client objectives and constraints, propose asset allocation
strategies and establish criteria for the selection and retention of professional money managers.
Retirement Planning would show alternatives and techniques for accumulating wealth for retirement income or
advice relative to appropriate allocation and distribution of assets following retirement. We are not authorized to give
legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal tax matters.
Why Fee Based Planning?
Examples of professions we work with and videos that better explain how we approach Financial Planning:
Strategic Alliances Videos!
We believe that our plans are not worth the paper they are written on if they are not properly implemented. We have the
ability to implement the appropriate solutions to help clients reach their goals with the objectivity and attention they
deserve.
We provide our planners with the highest level of technical support and back them with a team of outstanding
professionals. This gives our planners the ability to do what they do best – serve the needs of their clients.
*Securities, Investment Advisory and Financial Planning services are offered by Qualified Registered
Representatives of MML Investors Services, Inc., member SIPC.
1 Galleria Blvd, Suite 909, Metairie, LA, 70001, (504) 299-8971.
**Estate planning and tax services are provided working together with your estate planning attorney, tax attorney,
and/or CPA. Consult them for specific questions regarding tax & legal matters.
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