INCOME PLANNING INCOME INVESTMENTS firm Lafayette LA - Shawn DeFoe Integrity
Shawn DeFoe - Integrity Investment firm Lafayette
Whatever your financial goal, Shawn DeFoe and his team are ready to assist you to accomplish all your short and long-term goals.
Contact us for Mutual Fund Investment and Financial Planners' services in Lafayette, Lousiana. If you are worried about your children's education planning,
Integrityria is here to assist you to give a clear-cut idea about the future and to frame a suitable program for action.
We are REGISTERED INVESTEMENT ADVISOR and INVESTMENT ADVISOR REPRESENTATIVE
BUDGETING
5Choose your asset mix and know your investment options.
Maintain a mixed portfolio with a diverse asset structure. Your portfolio should have cash and cash equivalents, fixed income, and equities.
Our Services
1. FINANCIAL PLANNING
2. BUDGETING
3. PORTFOLIO MANAGEMENT
4. RETIREMENT ACCOUNT
5. EDUCATION SAVINGS
6. EDUCATION PLANNING
7. INSURANCE
8. INSURANCE PLANNING
Other Services
GROWTH STOCKS , VALUE STOCKS , MUTUAL FUNDS,ETF’S
EXCHANGE TRADED FUNDS,EQUITIES,INCOME PLANNING
INCOME INVESTMENTS
Create an Investment Policy Statement with your RIA
An investment Policy Statement will help you to guide your Investment Decisions.
It will dictate your Registered Investment Advisor follows the rules that you outlined.
Like your Investment Budget, desired Return, Time Horizon, Risk tolerance, and so on.
