FORMULA
The way we see it, wealth management is a formula based on a balanced combination of Investment Consulting, Advanced Planning and Relationship Management. We consider this the logical half of how we help – paying attention to each of these areas and how they come together for you and your unique plan.
Investment Consulting
We manage all investment elements to maximize the likelihood that you’ll achieve all that’s important to you.
Portfolio performance analysis
Risk evaluation
Asset allocation
Assessment of impact of costs
Assessment of impact of taxes
Investment policy statement
Advanced Planning
Beyond a typical financial plan, we consider:
Wealth enhancement through tax mitigation and cash-flow planning
Effective wealth transfer, which may or may not be within a family
Wealth preservation that includes risk mitigation, legal structures and transferring risk to an insurance company
Charitable giving to maximize your impact
Relationship Management
We’re in this with you. How we connect and partner with each of our clients is one of the most important parts of helping you reach your goals. That’s why we blend the management of both our relationship with you in addition to any trusted advisor involved in your or our Professional Network.
Our Professional Network is a team of carefully selected professionals, each has a high level of knowledge and skill in key financial areas. They apply their expertise to evaluate all aspects of your financial situation and devise appropriate solutions. By bringing together all aspects of your financial life, in a personal way, we have a full understanding of how we can best support you.
TRUTH
After our discovery meeting, we’ll present you with your Total Client Profile based on personal conversations and practical solutions.
See how our thoughtful approach helps us understand clients and do what’s
right for each of them.
The Pastor Financial Group
909 Poydras St. #1240
New Orleans, LA 70112
Phone: 504-309-3994
Fax: 504-766-0319
Toll Free: 1-833-909-2619
With longtime client relationships spanning several decades, The Pastor Financial Group has proved able to help beyond investing money – but rather to help you use your money to enjoy your life. Since 1989, our lead advisor, Renée Pastor, has concentrated on providing quality financial and investment advice to individuals who have reasonable long-term goals and who share the team’s philosophy toward the financial markets.
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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Investment advisory services provided by NewEdge Advisors, LLC doing business as The Pastor Financial Group as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.
NewEdge Advisors, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC unless a client service agreement is in place.