A ACADIAN
ASSURANCE, INC.
INSURING YOUR FUTURE TODAY
Healthcare
Tax-Free Retirement
Retirement Income Planning
Life Insurance
Maximizing Social Security
Efficient Tax Planning
The Retirement Architects
Cody Biggs has nearly 3 decades of experience in helping individuals and families plan and prepare for their golden years. With a deep understanding of financial planning, investment strategies, and retirement income streams, he is well-equipped to guide clients towards achieving their retirement goals and living a comfortable, fulfilling life in their later years.
OUR MISSION
“We help to insure your future today. We build and protect net worth for families. We teach men and women from all backgrounds how they can manage their own money.”
Healthcare
Healthcare is a critical part of your retirement strategy, particularly if you have a troubling family history behind you. However, with all of the providers out there (and all the corresponding theories about how to be healthy), inefficiency and misspending are more the norm than the exception. A financial advisor at A Acadian Assurance makes it possible to find a plan that works for you.
Tax-Free Retirement
A tax–free retirement in Baton Rouge starts with knowing how different laws and regulations affect your assets. At A Acadian Assurance, you’ll learn how everything, from local penalties to federal exceptions, plays a part in reducing or even eliminating taxes. Cody Biggs will identify which options are best for you, whether that’s opening a trust, deferring your payments, or shuffling your money to different accounts.
Retirement Income Planning
Retirement income planning in Baton Rouge and the Quad Cities is more than just budgeting out your money based on your savings. When you talk to the right financial advisor, you’ll learn more about how many options there are to help you ‘replace’ your current steady paycheck. A Acadian Assurance is a boutique firm that can show you how to do it for yourself.
The
a acadian Difference
When you’re beset with financial advice from every corner, whether it’s about what to invest in or how to save, it can be nearly impossible to work out fact from fiction. At A Acadian Assurance, you’ll find a team that can help you cut through it all. If you want to get the most from your retirement, Cody Biggs can tell you more about what it takes to make it happen.
Our Process
We work closely with you to fully understand your particular situation, and provide access to a wide variety of products and services targeted specifically to your unique needs and goals. Each relationship and each client is distinctive, but the steps of getting started with us generally include the following.
Identify Your Goals and Priorities
We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what goals and priorities you have. We complete a comprehensive risk questionnaire, which is essential to understanding your investment mind-set.
Gather Your Data
We gather any necessary documents, policies and statements. Together with us, you will define your personal and financial goals, including timeframes.
Analyze Data and Create a Plan
The primary objective of this stage is to help develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend to help achieve your goals.
Implement Your Personalized Plan
The primary objective of this phase is to help successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.
Review and Monitor Your Plan
We monitor our client’s accounts on a regular basis to help ensure they are still performing in a way that meets your intentions. Communication with you is a top priority. We explain and answer questions about our reporting methods, and stay in touch with you to keep you informed. When we discover that your circumstances have changed, or that shifting global markets require a different investing approach, we communicate to you our recommendations for the appropriate adjustments.
Let’s Chat
We are dedicated to providing top-notch customer service, and are always available to chat with you. Whether you need help navigating the website, have a question about our services, or just want to say hello, we are here for you.
info
Baton Rouge Office
12605 S Harrells Ferry Rd Suite 8
Baton Rouge, LA 70816
Office: (225) 293-1837
Quad Cities Office
3541 Redbud Court
Bettendorf, IA 52722
Office: (800) 349-2723
Toll Free: (800) 349-2723
Fax: (225) 293-2050