Services and Expertise

Who We Serve

Our clients are driven, successful people who want to take their planning strategies to the next level. They’ve made smart decisions, but they need greater clarity and confidence about how to efficiently accomplish their goals. We understand the diverse stages of life they’re in, and we provide personalized guidance specifically tailored to their unique situations. We are committed to lifelong partnerships, and we are continually nurturing a new generation of leaders to serve our clients and their loved ones for many years to come.

Services

We provide customized planning that serves a wide variety of needs for individuals at different stages of life. Whether you’re in the height of your career or preparing for retirement, we’ll gain a deep understanding of your goals and priorities and develop a tailored plan to help you move forward with confidence.

Some of the specific services we specialize in include:

Financial Planning

Retirement Planning

Business Planning

Philanthropic Planning

Estate/Legacy Planning

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Special Needs Planning

Exit Strategies

Employee Benefits

Income Tax Strategies

Life, Disability, and LTC Insurance

Interested in our services? We'd love to talk.

We're honored that most of our clients come to us by referrals from those we serve. If you or someone you love would benefit from our financial guidance, please don't hesitate to contact us.

Contact Us

“EXCELLENCE isn't always easy, but it's always EXCELLENT.”
- PJ Demarie III -

Get in Touch

Office: (985) 674-3744
pdemarie@ft.newyorklife.com

Our Location

634 Village Lane North, Suite 201
Mandeville, LA 70471