Acacia Financial Group

Overview

Our mission is to assist business owners, executives, and professionals maximize their financial independence by being a leader in retirement strategies.

The Financial Services and Business Consulting Center is comprised of a team of professionals who work together to help ensure that clients have the most suitable financial representatives for their business strategies as well as for the creation or preservation of their estates.

Representatives offer products and services using the following business names: insurance and financial services, securities and investments, and investment advisory services. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative and read it carefully before you invest or send money. Representatives do not provide tax or legal advice; please consult your tax advisor or attorney regarding your situation. Information posted to this site by third parties or links to third party sites are not created or endorsed by the affiliated representatives. Their content is believed to be from reliable sources; however, it cannot be guaranteed.

Basic Information

Contact Details

• Phone: +1 504-831-4494
• Website: acaciafinancialgroup.com
• LinkedIn: linkedin.com/company/acacia-financial-group

Key Focus Areas & Initiatives

• Estate planning & charitable giving
• Disability income insurance
• 401 management & employer sponsored plans
• Business planning
• IRA contributions & conversions
• Life insurance
• Retirement strategies
• College savings planning
• Long term care insurance
• B2B financial consulting

Technologies Used

• Amazon AWS
• CloudFlare Hosting
• Microsoft Office 365
• Outlook