We know that taxes will impact our savings and net earnings results.  We use strategies to save or defer taxes that will help achieve your financial goals more efficiently.  We do not believe in letting taxes become the primary driver for any investment decision, but having first-hand understanding of tax consequences proves to be very valuable.  While we do not implement a strategy just to save taxes, we always want to incorporate and use the tax code to improve the quality of your outcome.

We offer tax preparation, consulting and accounting services for Individuals and Businesses.  This is a service that is performed separately from investing and risk management, but complements the planning process and brings additional value in how we best serve you.

Taxes are not just an April 15th issue.  Our proactive and on-going guidance offers opportunities throughout the year to improve your financial well-being.

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If you don't have a plan for yourself, you'll be part of someone else's.
9026 Jefferson Hwy, Suite 103, Baton Rouge, LA 70809
(225) 412-6412 office (225) 754-9216 fax
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Jonathan R. Prestridge presently holds series 7, 63 and 65 licenses and is licensed to discuss with and/or sell financial services and/or investment products with residents of LA, TX, FL, TN. For residents of other states, proper licenses and registrations must be obtained by Jonathan before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment recommendations. Mutual funds, annuities, stocks and other securities offered through Concourse Financial Group Securities, Inc. will fluctuate in value and are subject to investment risk including possible loss of principal.

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA & SIPC. Advisory Services offered through Concourse Financial Group Advisors, Inc. (CFGS), a DBA for CFGS, a Registered Investment Advisor. Prestridge Financial Management and Jonathan R. Prestridge are both independent of CFGS.

For a copy of CFGS’s Form CRS please visit: https://www.concoursefinancial.com/investor-disclosures

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