Description

Retirement Planning Associates is a unique financial advisory company operating in Metairie, New Orleans and the South Louisiana area. We provide advice to seniors and retirees to keep retirement assests safe from loss of principal while still providing a good return.  We also believe  that every retiree should have an estate plan so that they never lose money, never run out of money, pay less taxes and create more income when needed. In addition to estate planning, we can help you create the estate planning documents you need including wills, trusts and powers of attorney.  As Certified Senior Advisors and Certified Retirement Financial Advisors we also run Medicaid Planning and Veterans Benefits Seminars to help you understand your rights under Medicaid and VA law and help in the process of obtaining Veterans and Widows Benefits. We have helped many couples and widows/widowers avoid spousal impoverishment by simply understanding how Medicaid and VA rules work.  We are even able to help many who may already be in a nursing home.  More important, we show couples how to pre-plan to avoid the spend-down process without buying expensive insurance if there is a need for home care, assisted living or a nursing home stay. If you need help with retirement planning, estate planning or understanding Medicaid law, call Retirement Planning Associates today for a complimentary consultation.

Services

  • Retirement Planning
  • Medicaid Planning
  • Veterans Benefits Seminars
  • Retirees Financial Advisory
  • Financial Consultations
  • Annuities
  • Seniors Financial Advisory
  • Financial Planning
  • Estate Planning
Google Map of 3500 North Causeway Blvd. ,Metairie,LA,70002
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Hours of Operation

  • Monday: 9:00 AM - 5:00 PM
  • Tuesday: 9:00 AM - 5:00 PM
  • Wednesday: 9:00 AM - 5:00 PM
  • Thursday: 9:00 AM - 5:00 PM
  • Friday: 9:00 AM - 5:00 PM
  • Saturday: By Appointment Only
  • Sunday: By Appointment Only
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