The Consortium

Welcome to The Consortium



  • Term Life
  • Whole Life
  • Universal Life
  • Annuities (all types)
  • Health
  • Short Term Disability
  • Long Term Disability
  • Cancer
  • Critical Care
  • Dental
  • Vision
  • Hospital Indemnity

Financial Planning


  • Investments
  • Retirement Plans
  • Estate Planning
  • 401K Rollovers
  • IRAs
  • Managed Money
  • Portfolio Management

Business and Company Options


  • Business 401K
  • Business Benefits
  • Key Man
  • Buy/Sell Agreements
  • Executive Acquisition & Retention Options



  • Wills
  • Estate
  • Trust

Note:  Attorney on staff

Other Services


Our firm has several other options available to meet you and/or your business' needs. Our partnerships include CPAs, Finance Firms, and Legal Experts.

Planning Made Easy

Our team of 30 affiliated advisers have over 300+ years of combined experience.  Associates in our firm average 10 years of specialized experience.  This allows our clientele the very best in plan design.

A Proven Approach


We begin by getting to know you, your goals and current planning philosophy. We then formulate strategies that are designed to meet both your short and long term needs.  Whether you are a personal client or a business entity, we strive to build a customized plan that meets all of your goals.

Your Dreams are Important to Us!


Our team is comprised of people with different kinds of financial experience, but we all have this in common... a commitment to ethics and integrity. We’re all licensed and credentialed. You can count on unbiased recommendations and impartial guidance.

Contact Us

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The Consortium

1410 Annunciation Street Suite #4303, New Orleans, Louisiana 70130, United States

Hours of Operation Monday Through Friday

Open today

09:00 am – 05:00 pm