As a Financial Advisor for the last 6 years, I have focused on families and small business owners, including retirement planning (including 401K and all IRA types), strategic planning for living in retirement, planning for long term care expenses, life insurance, generational wealth growth and disbursement, and everyday budget and planning.
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Luke Trahan
Wealth Manager
As a Financial Advisor for the last 6 years, I have focused on families and small business owners, including retirement planning (including 401K and all IRA types), strategic planning for living in retirement, planning for long term care expenses, life insurance, generational wealth growth and disbursement, and everyday budget and planning.
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