Financial planning sure can seem daunting, but it's critical to understand your financial situation so you can actively develop a plan for the future. We have fantastic resources to help you on your way so be sure to contact us after you read here and watch the video. It's your money, so taking an active role makes sense!

My process is meant to be interactive and collaborative and is broken down into five basic steps...

As a licensed insurance and financial services professional for 35 years, I have served many residents in the state of Louisiana and learned a great deal about their experiences with the insurance industry.
 
The question many of these fine people have asked is, "What makes Marvin LeBlanc Insurance Agency special? And why would it matter to me?"
 
The answer is simple. I operate with a consistent process and use a valuable system to assist my clients - the Customer Profile system...

Building a good credit score doesn’t happen overnight – but killing your credit score can. Review these seven common mistakes that are true credit score killers.

H​ello Marvelous Folks!

As you are purchasing new vehicles or any large ticket items, please pay attention to these credit score killers that I have listed for you.
 
Credit Score Killer #1: Avoiding Credit in the First Place
Some people have the misconception that it is just better not to have or use credit...

Recently, I attended a meeting with Glen Harris, a world class leader, one of my mentors and an overall excellent human being. He started his presentation with a quote: “A recent Harvard study has concluded that 100 percent of all humans will definitely die.”

Obviously his study was mythical and his point was humorous. But it posed an important question for advisors: How is it that our prospects and clients understand the need to buy car insurance and home insurance, but so often don’t seem to understand the need to buy life insurance?