Financial Planners in Lafayette

“We are writing to express our deepest gratitude for the exceptional assistance and support Nolan Venable has provided us as our new financial advisor during our transition from 40 years in business to retirement. When we initially embarked on this journey, we were overwhelmed and uncertain about how to navigate the complexities of transitioning to retirement. However, from the moment we met with him his experience, professionalism, and genuine care for our financial well being put our minds and ease. We appreciate how he took the time to address all of our questions, concerns, and made us feel comfortable throughout the entire process. Now as we enter retirement, we believe the foundation he has successfully laid will enable us to fulfill our dreams and aspirations during retirement...We are eternally grateful.Kevin & Belinda“

“So thankful I got connected with Steven! He completely made individual insurance plans way easier to understand and navigate through!! Can’t wait to bring all my business over and get my finances on track!!“