Allen & Baxter

(A Professional Accounting Corporation)

3525 N. Causeway Blvd.

Suite 901

Metairie, LA 70002

(504) 833-1977

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Financial Planning Services         

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Your Comprehensive Financial Plan lets you see the "Big Picture."

An important way we apply our multidisciplinary expertise to financial planning is to prepare your Comprehensive Financial Plan. First, we give you a total picture of your assets. Then we work to help we meet your financial goals.Your Comprehensive Financial Plan with explanatory, graphics, and recommendations, include

Summary of your key financial contacts

Net worth statement

Cash flow statement

Federal and state income tax projections

Investment advice and and planning

Disability and life insurance needs analysis

Educational funding analysis

Schematic of present estate plan

Estate tax calculation