Team
I believe our teamwork approach adds a broader perspective to all I do and provides increased benefits to my clients.
My team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
I also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
My experienced professionals have helped many people just like you with similar issues and concerns. I specialize in creating an approach that is designed to address your individual situation.
Craig A. Cheramie, CPA | PFS
Craig Cheramie, CPA graduated from Nicholls State University in Thibodaux, LA in 1984 with a degree in accounting and a minor in computer science. He is a Certified Public Accountant and a Personal Financial Specialist. Craig is a...