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Louisiana Investment Advisors

Financial GPS

The Financial GPS

  1. Investment risk review
  2. Investment fee discovery
  3. Portfolio stress test

When we do a complimentary portfolio analysis, 90% of the time what we reveal is shocking.

Wondering when or even if you can retire?

We help people create a realistic plan for a successful retirement and one of the key elements is reliable income. That is how we help people sleep at night.

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Complimentary Portfolio Analysis

How our Financial GPS can help you.

When you ask your financial advisor why your investments aren’t doing well, aren’t you really just asking for a second opinion from the same person that put you where you are?

We offer a complimentary real second opinion. We use our financial GPS to analyze your portfolio and investments. This combination of software and common sense will give you some insight about why you aren’t getting the returns you feel you should. We take your portfolio through three stages:

Investment Risk Review

We find that investors expose themselves to unnecessary risk. While young investors can weather exposure to risk over long periods of time, older investors need to avoid risk. How much of your portfolio should be in the “risk” category in order to gain hoped for higher returns? We stress investments that provide a long track record of reliable dividends and demonstrated safety.

Portfolio Stress Test

We test your portfolio through simulated conditions like the market corrections of 2001 and 2008 and periods of higher inflation. Keep in mind that the Fed has kept interest rates at an artificially low level for years which has tended to support a high market. Common sense tells us that higher inflation and market corrections are coming, are you prepared?

Come see us!

The first estate and financial planning step is to come in and talk to us. We do not charge for the first appointment. We listen, we talk, and we make suggestions. Meanwhile, watch this important video on the 4 key estate planning documents you should have 

Start here...

ages

Financial Mistakes People Make at Different Ages

There’s a saying that with age comes wisdom, but this may not always be true in the financial world. As people move through different life stages, there are new opportunities–and potential pitfalls–around every corner. You can help your children, grandchildren or even yourself make better financial choices by being aware of these common financial mistakes at different ages. READ MORE…

Our Associated Websites

Louisiana Legal

LA-Legal.com is our site for articles and frequently updated news about Louisiana law. It is also where you can find our Louisiana Law Forums -the best place to ask questions and get answers about Louisiana law.

Covell Financial

Covell & Covell

Covell & Covell is a Louisiana law firm authorized by the Louisiana Supreme Court to practice law and give legal advice. Our practice is limited to the fields of estate planning, successions and probate litigation. Visit our site for more information.

About Covell & Covell

Stephen E. Covell

Stephen E. Covell

Mr. Covell has practiced law for over 34 years in Baton Rouge and Covington areas. He is a partner in the law firm of Covell & Covell and concentrates his practice in the areas of estate and financial planning as well as successions and probate litigation. Mr. Covell has drafted more than 4,000 wills and trusts in his practice.

He received his Juris Doctor degree from the Louisiana State University Law Center in 1975. He is a frequent speaker in the estate planning field for corporate sponsored groups and also teaches estate planning seminars sponsored by the National Business Institute for lawyers’ continuing legal education requirements.

Mr. Covell is a member of the Louisiana and 22nd JDC Bar Associations. He is also chairman of the Estate Planning Committee of the Attorney General’s Elder Law Task Force. He is co-author of the Louisiana Legal Advisor which is a popular book on Louisiana law written for the layman, now in its 5th edition.

Mr. Covell is a Series 65 licensed investment advisor and is managing partner of Covell Financial, LLC, a registered investment advisor firm. Covell Financial is associated with TD Ameritrade as an institutional investor partner.

Lauren K. Covell

Lauren K. Covell

Lauren Killebrew Covell is a Baton Rouge native having graduated from Robert E. Lee High School and Louisiana State University. She received her Juris Doctor degree from the Paul M. Hebert Law Center in 1976 and became a staff attorney for the Department of Health and Human Resources.

Mrs. Covell is a member of the Louisiana State Bar Association and the 22nd Judicial District Bar Association. She devotes a great deal of time to pro bono work and is the recipient of the 2005 Baton Rouge Bar David A. Hamilton Pro Bono Award and the 2006 LSBA Pro Bono Award.

Mrs. Covell is a recognized authority on Qualified Domestic Relations Orders (QDRO) and helped draft a statute (La. R.S. 9:2801B) to benefit Louisiana attorneys and their clients who were attempting to modify an earlier judgment to obtain a QDRO or other non-ERISA Order to partition work benefits between former spouses. Mrs. Covell has been appointed by courts in several jurisdictions with the responsibility of drafting impartial proposed QDROs for the Court to execute before submission to the respective Plan Administrators for approval and implementation as qualified domestic relations orders.