About Our Firm
Jeff Wylie & Associates, Inc.
Your Financial Resource
is independent and committed to listening to your requests, understanding your needs and providing objective advice, on complex issues regarding your business or individual needs.
For Business
Jeff Wylie, AIF® has operated continuously in Southeast Louisiana since January 1977, serving business and individuals. We realize that in today's complex business world your need to be served with integrity and professionalism is paramount in the building of your financial foundation. Our experience spans both the For Profit business sector as well as the Private Not for Profit business sector. Whether your needs are to evaluate your current Employee Benefit Plan, perform due diligence on your investment managers, or to plan new strategy, Jeff Wylie & Associates stands poised to assist you. Our experience spans employers from 2 employees to 20+ thousand employees. How can we assist you?
Services
Your fiduciary responsibility as a plan sponsor has never been greater!
Contract with us to perform a Fiduciary Assessment of your policies & procedures to determine if you as a steward have any deficiencies that might cause you problems with your fiduciary liability.
Retirement Plan Consulting: Plan Design / Investment Policy Statement / Evaluating your Fiduciary Responsibility / Investment Manager Peer Evaluation
Employee Benefit Consulting:Evaluation / Design / Recommend
Executive Compensation Strategies: Management Incentive Plans / Deferred Compensation Plans
Communication: Educational Seminars / Asset Allocation / Pre & Post Retirement Planning
For Individuals
Your financial planning is not significantly different from our business clientele. A strong foundation built with the assistance of competent, knowledgeable, experienced professionals is a must. Whether you are planning for retirement, college for your children, saving an estate, or simply performing due diligence, please consider us.
Services
Asset Allocation: Review your current allocation and recommend future course of action.
Planning: Projecting retirement income need, assessing your risk, reviewing your current assets for suitability and peer review, education.
Protection: Strategies to protect your assets, distribute your assets according to your wishes.