Understanding the amount and types of risks involved in your financial life plays a major role within the planning equation.  Some risks should be transferred or insured against, while other types of risk will allow for growth opportunities over the long-term.

We educate you on the best way to manage the inherent risks so that you are comfortable throughout market cycles and let your investments perform over time. I help you determine if any Life, Disability and Long-term Care Insurance is needed to insure against any potential threats to your plans.

We also incorporate cash savings and an emergency fund to help self-fund any shorter-term needs.

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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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