Our seminars focus on common financial concerns that individuals and families face in retirement. Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead. Listen weekly to "Your Money Matters, " where we discuss issues that affect your retirement planning and how you can build a plan to reduce risk, create income and grow your hard-earned savings.
Christy is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income. Since Christy opened the doors of The Presley Group in 2006, she has helped hundreds of retirees and transitioning boomers prepare for their financial independence. Talk to one of our knowledgeable financial professionals during a complimentary consultation.
Christy is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income. Since Christy opened the doors of The Presley Group in 2006, she has helped hundreds of retirees and transitioning boomers prepare for their financial independence. Talk to one of our knowledgeable financial professionals during a complimentary consultation.
Services
Debbie attended LSU, majoring in accounting. She previously worked for a real estate and investment company for 32 years as the CEO and property management supervisor. To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at christy@presleywm.com or call us at 225-791-5773 today!
We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets - we'll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.
While many people may sail through their senior years without experiencing significant health problems, others aren't as fortunate. Health care costs can account for a significant percentage of your expenses in retirement. The longer we live, the greater the likelihood we'll need long-term care assistance at some point.
By working collaboratively with estate planning attorneys, we can help you craft a strategy that helps to minimize estate taxes and leave a thoughtful legacy for your loved ones. In 1995, Jamie ranked No. 1 in her class of 107 graduating students at Southern University Law Center, where she was a Law Review candidate, member of the Moot Court Board and Vice Justice of the Phi Alpha Delta legal fraternity.
At Presley Wealth Management, we hold informational events for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our seminars include guest speakers and special activities, as well as take-home materials.
Reviews (9)
Caesar Garcia
Feb 03, 2022
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I was very cautious and skeptical. I have invested with many investors and large firms that promised me the solar system. I studied finance, joined investment groups, day traded, bought futures, ETF's, spiders, precious metals, art, collectables, real-estate, bought bands, bought growth, went for value, foreign,
balanced, I was everywhere. When we went in to see Christy, she listened to what we where interested in. She then reviewed what I asked to insure she understood. She asked us to return and had a plan based on our needs. She suggested some tweaks as well. I was prepared to give her an opportunity
balanced, I was everywhere. When we went in to see Christy, she listened to what we where interested in. She then reviewed what I asked to insure she understood. She asked us to return and had a plan based on our needs. She suggested some tweaks as well. I was prepared to give her an opportunity
April Jack
Dec 17, 2021
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Ryan Abshire
Dec 13, 2021
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Critical: Professionalism
Associate Advisor Matt Kennedy likes to use social media to spew hate, encourage self-harm, ridicule people on welfare, and generally troll people, especially when it comes to folks calling for COVID safety or general safe practices. If you can’t trust him to tweet responsibly, I wouldn’t trust him with your money.
Associate Advisor Matt Kennedy likes to use social media to spew hate, encourage self-harm, ridicule people on welfare, and generally troll people, especially when it comes to folks calling for COVID safety or general safe practices. If you can’t trust him to tweet responsibly, I wouldn’t trust him with your money.
Millard Allain
Jul 25, 2021
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Patrick Cook
Apr 17, 2021
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Scott Dickerson
Jan 21, 2020
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Chad Jenkins
Nov 10, 2019
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DebbieD
Aug 10, 2019
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My husband and I have been clients of Christy’s since 2013 and can’t brag on her enough. She listens to her client’s needs and expectations, she is never pushy instead you feel like you are talking with a family member. One thing we really like about her way of advising is that she never recommends products which will not meet our needs. She is honest and caring and very committed to her role as an adviser. Christy and her team are always there to help and answer any questions you may have. It is a great feeling knowing that our investments are in good hands.
Nela Drouin
Jun 17, 2019
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I have been with the Presley Group for 4 years and am extremely pleased and highly recommend them to my family and friends. My husband and I couldn't be happier with this decision and feel very comfortable with our future in their hands. After working with customers my whole life, they have the most pleasant employees and exceptional customer service and treat everyone life family.
