Home About Us Resources Portfolio Login Tools Contact Client Login Get in Touch Website navigation HOME ABOUT US MISSION STATEMENT & INVESTMENT PHILOSOPHY TEAM WHAT WE CAN DO FOR YOU WHAT MAKES US DIFFERENT LET FSG HELP YOU SECURITIES AMERICA RESOURCES RETIREMENT ESTATE PLANNING MANAGING YOUR FINANCES INSURANCE CONTINUING EDUCATION PORTFOLIO LOGIN TOOLS CONTACT Welcome to Financial Strategies Group. Our site will give you a wealth of information about our capabilities and how we can help you reach your financial goals. Here, we offer a wide variety of useful information, including calculators, articles, a portfolio tracker, and more. We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation with Financial Strategies Group. We will help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with Financial Strategies Group to pursue your financial goals. We are here to help educate you about the basic concepts of investment planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit often. Be sure to add Financial Strategies Group to your list of "favorites" in your Internet browser. Information is updated frequently and we wouldn't want you to miss any developments in the area of personal finance. Meet Our Team Vernon H. Moret, Jr. President Hanna Clark Client Service Assistant Are You Retirement Ready? Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous. At Financial Strategies Group, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term. Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting. Learn More Market Summary Weekly Market Commentary Your source for updated market and economic news. Download Market Commentary Subscribe to Newsletter Your name Your email address Blog March Madness by amber on Mar 22, 2019 The NCAA men’s basketball tournament brackets are a perfect analogy to use in selecting your company 401(k) retirement plan mutual funds. Read More It’s OK to be wrong; it’s not OK to stay wrong! by amber on Feb 14, 2019 Are you staying in stock mutual funds when you should not be in the market? Are you staying in a stock mutual fund that is under performing? Do you know what the best performing asset classes were in the 4th quarter of 2018? For most 401k company sponsored plans it was cash and bonds. Read More Protecting your retirement plan by Vernon Moret on Oct 19, 2018 To say that the stock market has been volatile over the last few weeks would be quite an understatement! The S&P 500 peaked at 2,940.91 on September 21st and dropped to 2,710.51 on October 11th; a decline of 7.5% in three weeks. The Dow Jones Industrial Average decline happened in an even shorter period. It peaked at 26,951 on October 3rd and dropped to 24,900 on October 11th. A decline of 2,051 points or 7.6% in a week! Granted, we have seen some recovery but we are still well off of the the 2007; the last cycle peak. Yet the value of the S&P 500 has nearly doubled during that period (187%!). And the NASDAQ Composite has nearly tripled (280%!). Read More CONTACT 101 La Rue France Suite 201 Lafayette, LA 70508 Email Vernon@financialstrategiesgroup.us Phone 337-232-6789 Fax 337-232-6773 MENU Home About Us Resources Portfolio Login Tools Contact CONTACT FORM Your name Your email address Subject Message The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., Vernon Moret, Jr, Representative. $ymbil is offered by Ladenburg Thalmann Asset Management, Inc. (LTAM). Financial Strategies Group, Inc., Securities America and LTAM are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. © 2021 Financial Strategies Group All rights reserved. Check the background of this investment professional on FINRA's BrokerCheck.