Diversified Investment Strategies

At , we are focused on your retirement so you can focus on life. We do this by combining Investments, Taxes, Annuities, and Life Insurance. Over the years, we have aided employees from numerous corporations such as ExxonMobil, Energy XXI, ChevronTexaco, Total S. A., Shell Oil, Louisiana State Retirees, Business Owners, XTO, Coca Cola Enterprises, and Entergy (among others in Texas, Louisiana, Mississippi, Alabama, and Florida) with our wealth management services. We regularly meet with prospective investors and retirees wondering about topics such as wealth and asset management and how an investment advisor relationship works, so clients may feel comfortable in their use of our services.

Our expertise covers a spectrum of investment and financial topics, from company retirement packages and company rollovers to selling a business, disability, and divorce. Stocks, bonds, company pensions, annuities, exchange traded funds, and U. S. Treasuries are just a few more of the many areas we handle. We provide workable solutions for all these matters and many more. Because of our vast repertoire, we understand the complexity involved with investing during retirement. We at possess the know-how and efficiency to help our clients navigate these issues.

Whether you are thinking about some or all of these investment options, our advisors remain available to help share our knowledge and experience.


For more information, call today at 866-748-0687 and request your Personal Financial Analysis (PFA)

Advisory Services through a (DBA) for Diversified Investment Strategies, LLC • An SEC Registered Investment Advisor
Insurance Services through
Main Office and Mailing Address: 11939 Bricksome Avenue, Baton Rouge, LA 70816
Voice: (225) 292-0687 ~ Fax: (225)292-0006 ~ Toll Free: (866) 748-0687
Lafayette Meeting Location: 405 W. Main street, Suite 107, Lafayette, LA 70501 ~Voice (337) 704-5450