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ADVANTAGED ASSETS
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Our Approach

You’ve Found Success. We Help You Find Peace Of Mind.

We work with driven, successful people who want greater clarity about their finances. They have abundant resources at their disposal, but they’re unsure if they’re on the best path to their goals. We come alongside them, help them understand their situation and opportunities, and create a comprehensive plan to optimize their wealth. Through this process, they gain clear direction for their financial decisions, and peace of mind that allows them to enjoy each season of life.

Simple. Strategic. Personalized.

Our goal is to take the stress out of financial planning by providing personalized guidance at every step. We are dedicated to your success and wellbeing, and our goal throughout the process is for you to feel supported, understood, and confident about your financial future.

Four step process with Discovery, Planning, Implementation and Ongoing Partnership

I. Discovery

We start by getting to know you, your goals, and your financial landscape. Through open and honest conversations, we build a comprehensive picture of where you stand and where you want to go.

II. Planning

Next, we analyze your financial data, craft a personalized plan that aligns with your goals, and present you with actionable strategies. Our objective is to empower you with knowledge and provide practical steps that put you on the path to success.

III. Implementation

Once you feel confident with your plan, we help you execute your financial strategies. We take as much as possible off your plate, providing hands-on support to ensure everything is implemented cohesively and efficiently.

IV. Ongoing Partnership

As you pursue your goals, we stay by your side, providing proactive guidance to help you stay on track. We are in your corner, ready to offer advice and help you adjust your plan as your life evolves. Our mission is that you feel free to enjoy the present, confident that someone you trust is looking out for your future. 

Let's Talk

Office: (337) 261-9863
Email: cccourtois@ft.nyl.com

Let's Meet

400 East Kaliste Saloom, Suite 5100
Lafayette, LA 70508
Disclosure

Chad Courtois is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #4694141), CA (CA Insurance License #0H54211), CO, FL, GA, IA, LA, MI, MO, MS, NM, NV, NY, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Chad Courtois is licensed and authorized to offer insurance in California and Arkansas, but ADVANTAGED ASSETS may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Chad Courtois is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 400 E Kaliste Saloom Rd Ste 5100, Lafayette, LA, 70508, 337-261-9863. In this regard, this communication is strictly intended for individuals residing in the states of AR, CA, CO, GA, IA, LA, NM, NV, NY, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Chad Courtois is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Creed Courtois is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #21061891), LA, MO, NY, and TX. No insurance business may be conducted outside the states referenced.

Tyson Rivet is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #20239502), and LA. No insurance business may be conducted outside the states referenced.

Tyson Rivet is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 400 E Kaliste Saloom Rd Ste 5100, Lafayette, LA, 70508. In this regard, this communication is strictly intended for individuals residing in the state of Louisiana. No offers may be made or accepted from any resident outside the specific state referenced.

ADVANTAGED ASSETS is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither ADVANTAGED ASSETS nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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  • EXPERTISE
    • Business Services
    • Services for Individuals and Families
    • Investment Management
  • APPROACH
  • ADVANTAGED ADVICE
  • CONNECT

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