Broker Check

504.309.6911   |   Account Access   |   Request Info

Linkedin
18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

Welcome to CBD Wealth Management

CBD Wealth Management coordinates the financial affairs of a select group of families and businesses across the Gulf Coast. With our background in the legal, banking and financial services industries, our team is uniquely qualified to create a clear strategy for pursuing your financial goals. CBD Wealth is a full service, financial advisory firm, utilizing various resources to implement our financial strategies.

Wealth Client Process

For individuals and families, the CBD Wealth Client Process is a 5-step process that pinpoints your specific needs and provides us with a roadmap to simplify your financial life and prioritize your long term goals.

Retirement Plan Solution

The 6-step CBD Retirement Plan Solution provides a simple, focused and balanced strategy to assist business owners in plan design, administrative support and compliance for company retirement plans.

Our Library

Our library has a list of helpful documents that are updated regularly. They provide advice and guidance on a variety of different investment fronts: economy, markets, asset allocation and products.

 

Helpful Content

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

 

How Income Taxes Work

A quick look at how federal income taxes work.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

View all articles arrow

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Saving for College 101

Here’s a crash course on saving for college.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

View all videos arrow