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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Branch Wealth Strategies

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United States
Covington, LA
Branch Wealth Strategies

If you want to work your whole life that's your business if not that's ours.

02/28/2024

Navigating investment planning is like plotting your course on the back nine - strategy is KEY 🏌️‍♂️! At Pelican Family Office, we treat your financial goals like a golf tournament where every shot counts and precision meets opportunity. Let's drive your legacy forward, avoiding the bunkers along the way!

02/23/2024

The nightmare just became reality. AT&T outage today! 😱 No bars on our phones turned us all into amateur signal hunters – pacing around like we’re searching for buried treasure. As a finance wizard, I've learned one thing: never put all your eggs in one carrier's basket. Diversify your tech like your portfolio, folks! And hey, if you've got a carrier that actually works today, you’re richer than you think! 📶💰

02/22/2024

Hey friends! 👋 My goal is to teach others how to generate enough passive income to surpass their needs. 💸💪 Who else is on a journey towards financial freedom? Let's share our experiences and motivate each other!

02/08/2024

Imagine this: You're sipping coffee, staring at spreadsheets 📊, and the phone rings. Surprise, it's your CPA! Just checking in to save your future self from a tax headache. Has that ever happened to you? Let’s make proactive planning the norm, not the exception! Applying your knowledge before crunch time = power 💪! As someone who sells books door-to-door to fund thst loves collsbotstik I learned the value of proactive measures early – let's apply some wisdom today!

02/05/2024

Ever feel like life's hurling curveballs faster than a Major League pitcher in extra innings? 🤪 Remember, folks, we can't control those wild pitches, but we CAN control our swing! Step up to the plate with a winning attitude, give it your all, and keep your eye on the ball of doing the work. And just maybe, you'll hit a home run in the savings game. Now, who's ready to knock their financial planning outta the park?! ⚾💪

01/27/2024

In a world buzzing with political debates and opinions, remember, what we truly need is a touch of faith to keep us grounded. 🙏 Just like my favorite film hero, Forrest Gump, saw life like a box of chocolates, let's see our lives through the lens of kindness, compassion, and a little more Jesus. Let's inspire each other to walk by faith in this journey we're sharing!

01/08/2024

Hey Friends and Finance Enthusiasts! 🌟

I've got a quick question for you all: How valuable would it be to have a single page that takes the complex world of money and simplifies it for you? Imagine all the financial noise turned into a clear, visual, and easy-to-understand snapshot. 📊✨

Let's take a poll:
👍 Super valuable – I need clarity in my financial life!
😐 Somewhat valuable – It sounds helpful, but I'm managing okay.
👎 Not valuable – I've got it all sorted out.

Drop your vote in the comments

12/30/2023

Evolution isn't just for Darwin's finches, folks! 🐦 Real estate's no exception—the landscape's evolving faster than you can say 'Sold!' Remember Blockbuster? Yeah, me neither. To stay in the game, realtors need to swap VHS for VR, flip open houses to TikTok tours, and think blue oceans—unmarked, competitive waters! Take it from me, pivoting strategies is key, like moving from "financial planning" to family office structure 🏡📲 Dive into innovation or risk sinking like a stone.

12/25/2023

This holiday season, we at Pelican Family Office pause and take advantage of the season to express our gratitude and appreciation to you for doing business with us. Wishing you a year full of happiness and success.

From our family to yours, we wish you and your loved ones a very Merry Christmas!

May joy and peace overwhelm your home this yuletide season.

11/30/2023

We can help

Is your CPA stuck in the dark ages? Don't worry, I'm here to help! As a proactive planning team leader, I work closely with CPAs to carry out holistic planning that takes their practice to the next level. Let's bring your CPA into the modern era and achieve better work-life harmony together! 💼🌟✨

11/23/2023

This Thanksgiving, we want to share our genuine appreciation for you. Without you, Pelican Family Office would not be where we are today, and we’re so thankful for all of your support throughout the year.

Thank you for your business. We hope the Thanksgiving season brings you and yours good health, prosperity, happiness, and love.

We look forward to the opportunity to continue serving you.

11/01/2023

📣 Are you tired of hearing the same old advice like "buy more stuff you don't need," "defer more in XYZ," or "just pay your taxes, it's okay"? We're here to offer a fresh perspective and actionable solutions to help you achieve your financial goals. 💰 Join our community now and discover a smarter way to manage your finances. Let's make your money work for you, not against you! 💡

Address

201 Holiday Boulevard Ste 400
Covington, LA
70433

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+15045208048

Website

http://www.branchwealthstrategies.com/

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