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Personal Services

We offer a full suite of services to help you with every area of your financial life. We focus on comprehensive planning, where we address both your short- and long-term goals with a cohesive, personalized plan. From college funding to legacy planning, we’ll help you identify the best ways to accomplish your goals, maximize your wealth, and build your absolute best life.

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Wealth Management & Retirement Planning
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Estate & Legacy Planning
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401(k) & IRA Rollovers*
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Charitable Corner

*When considering rolling over the proceeds from your retirement plan to another tax-qualified vehicle, note that you have options, including leaving the funds in your existing plan, or rolling it over to a new employer’s plan. Depending on the option you select, there may be fees, expenses, and taxes upon withdrawal.

Let's Talk

Office: (337) 261-9863
Email: cccourtois@ft.nyl.com

Let's Meet

400 East Kaliste Saloom, Suite 5100
Lafayette, LA 70508
Disclosure

Chad Courtois is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #4694141), CA (CA Insurance License #0H54211), CO, FL, GA, IA, LA, MI, MO, MS, NM, NV, NY, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Chad Courtois is licensed and authorized to offer insurance in California and Arkansas, but ADVANTAGED ASSETS may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Chad Courtois is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 400 E Kaliste Saloom Rd Ste 5100, Lafayette, LA, 70508, 337-261-9863. In this regard, this communication is strictly intended for individuals residing in the states of AR, CA, CO, GA, IA, LA, NM, NV, NY, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Chad Courtois is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Creed Courtois is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #21061891), LA, MO, NY, and TX. No insurance business may be conducted outside the states referenced.

Tyson Rivet is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #20239502), CA (CA Insurance License #4555869), and LA. No insurance business may be conducted outside the states referenced.

Tyson Rivet is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 400 E Kaliste Saloom Rd Ste 5100, Lafayette, LA, 70508. In this regard, this communication is strictly intended for individuals residing in the state of Louisiana. No offers may be made or accepted from any resident outside the specific state referenced.

ADVANTAGED ASSETS is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither ADVANTAGED ASSETS nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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  • TEAM
  • EXPERTISE
    • Business Services
    • Personal Services
    • Investment Management
  • APPROACH
  • PHILANTHROPY
  • ADVANTAGED ADVICE
  • CONNECT

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