Our Wealth Preservation Approach
Personalized strategies to safeguard your wealth.
Step One
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Request a one-on-one introductory meeting with Don through submitting your information on the website form.
WORKING WITH US
For over thirty-five years, founder Don Lagarde has been working with individuals, business owners, and families to provide personalized and strategic wealth preservation solutions that protect your financial assets from unnecessary risks. Whether you are approaching or already enjoying your retirement, Don can provide you with tailored strategies for long-term financial success and tax-free retirement income.
Partners in Preserving Your Wealth
As wealth preservation specialists, our goal is to give you and your family peace of mind by helping you make informed decisions about your financial future. We work side by side with CPAs, doctors, estate planning attorneys, and a variety of financial partners dedicated to protecting your wealth and legacy. If needed, we can refer you to specialized professionals who provide the following services: Trusts, Probate, Charitable Giving, Legacy Planning, and Tax Planning.
For a better understanding of the ways we can help you reach and secure your financial goals, please view our various services or contact us to schedule a personal consultation.
It’s not just what you earn… it’s what you get to keep.
Meet Don Lagarde, Wealth Preservation Specialist
Don is a 1982 graduate of Tulane University and has been in the insurance industry for over 35 years. In fact, his family’s varied association within the insurance industry spans five generations. Don has been married to Dorothy Benton Lagarde for 30 years and they have three daughters. Originally from Louisiana, Don and his family now reside in Fairhope, Alabama along the Mobile Bay.
Don is dedicated to sharing his expertise on the retirement landscape and future planning concerns, including potential risks and tax issues, so more people will have the information they need to make solid retirement decisions. He hopes more people will hear the important message about creating a retirement income for themselves that they can’t outlive.
We are commited to helping you feel confident in your wealth preservation strategies.
If you are currently working with a financial planner or CPA, we welcome the opportunity to work with them on your behalf. Virtual meetings are also available if preferred.
When you’re ready to put our solutions in place, we’ll guide you through every step of initiating and implementing your specific wealth preservation solutions.
Of course, our partnership doesn’t stop at the time you sign up. We will regularly follow up with you to make sure your needs and expectations are being met.