Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Government Benefit Specialists
Agency |
| Address: |
5632 Estelle Drive |
| City: |
Baton Rouge |
| State: |
LA |
| Zip Code: |
70817 |
| Telephone: |
(225) 752 - 2430 |
| Fax: |
(225) 293 - 5101 |
| Web Site: |
n/a |
| |
Contact us for your free personalized benefit booklet.
Let us educate you on your various retirement options; let us familiarize
you on your Thrift Savings Plan; let us save you thousands of
dollars on your Federal Employees' Group Life Insurance. Remember
we are Chartered Federal Employee Benefits Consultants. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Joseph Bourgeois |
(225) 752 - 2430 |
joe.b2@cox.net |
PROFILE INFORMATION
Licenses and Education
Securities Licenses: Series 6, 22
Insurance Licenses (Life, Health, Disability,
etc.): Life,
Health, Disability, Annuities
Other Licenses and Designations (ChFEBCSM,
CFP®, CPA, etc.): ChFEBCSM
Education / Area of Study: BS (Business Administration),
ChFEBC
Experience
This office has been providing financial and/or
related
advice
to clients for 21 years.
How I/we charge clients for services (please select one):
| __ |
Fee for Financial Planning (initial, hourly, and/or
retainer) |
| __ |
Fee based on percentage of assets managed; percentage ranges |
X |
Commissions, trail fees, redemption fees,
account fees, etc. |
| __ |
Other (please specify): salaried home office official |
Financial Services Provided
| __ |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
| __ |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
| __ |
Cash management and budgeting |
| __ |
Stock and bond brokerage |
| __ |
Other (please specify): |
Specialty: Educating government employees
about their benefits, retirement, spousal survivor benefits, Thrift Savings
Plan, and their Group Life Insurance.
I am or my firm is registered with the SEC as an investment adviser. No
If so, in what states?
Number of employees who work in your office/firm (please select one):
X |
1-5 |
| __ |
6-10 |
| __ |
11-50 |
| __ |
51-99 |
| __ |
100 or more |
My affiliation with the office/firm:
X |
Owner/Partner |
| __ |
Employee |
| __ |
Independent Contractor |
| __ |
Other: Regional Director of Agencies |
Broker/Dealer Affiliation:
|
X |
No affiliation |
| __ |
Affiliated with |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
