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Tax and Estate Planning

The collection of preparation tasks that serve to manage an individual’s asset base in the event of their incapacitation or death, including the bequest of assets to heirs and the settlement of estate taxes. Most estate plans are set up with the help of an attorney experienced in estate law.Some of the major estate planning tasks include: • Tax Planning (...

Individual Insurance Needs

Life Term Is the ideal choice for both temporary and life-time needs of families. It gives you assurance that your entire family will be taken care of when you die. It can provide an ongoing income to maintain your family’s current lifestyle, pay off your mortgage or debts and provide money for your children’s education. Whole Whole life insurance...

Option #2 – Custom Portfolios

Part of the service we offer at Today & Tomorrow involves managing custom portfolios tailored and developed to meet your investment goals while taking into consideration your toleration for market fluctuations. Through years of experience and much trial on error Ron Rousseaux has developed a simple yet highly effective guideline for choosing investments. We...

Option #1 – Full Planning

Your Financial Perspective… let’s get started!   Just like a doctor needs to know your complete medical history and symptoms before making a medical diagnosis, we need to be familiar with your complete financial history in order to provide you with a sound financial plan for the future. Background Information for Getting Started The first meeting will...