Micah Moscovis, Special Needs Planner, Magnolia Wealth Strategies

Micah Moscovis, Special Needs Planner, Magnolia Wealth Strategies ChFC®, ChSNC™
Special Needs Planner
Financial Planner I am licensed to sell securities in Louisiana and Mississippi. member SIPC (www.sipc.org).

As a proud Louisiana native, my mission is to help Louisiana families develop financial objectives, and achieve those objectives through various financial products and investment services that are designed to meet the needs of present and future generations. My goal is to help identify and educate clients on common hazards so that families are empowered to make informed decisions ensuring that suc

cess and prosperity can be achieved. I am a registered representative of and offer securities, advisory services and financial planning through MSI Financial Services, Inc. Supervisory Address: 3838 N. Causeway Blvd., Suite 3400, Metairie, LA 70002 (504)613-2000. I am licensed to sell insurance products in Louisiana, Mississippi, Tennessee, and Texas. As parents of a beautiful ten year old girl who has special needs, my wife of 14 years and I advocate for community inclusion for all people with diverse abilities. Additionally, I am in a unique position, as a Special Care Planner, to serve parents and individuals who need to preserve government benefits to supplement their current standard of living throughout their lifetime.

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.
06/04/2026

Keeping your financial goals on track doesn’t have to mean skipping summer fun. Consider these simple moves.

If you’re feeling the squeeze from everyday costs, you’re not alone. Rising prices can put real pressure on your budget,...
05/07/2026

If you’re feeling the squeeze from everyday costs, you’re not alone. Rising prices can put real pressure on your budget, and I’m here to help. Let’s look at ways to create breathing room, prioritize what matters, and keep your financial goals on track.

Today we celebrate our planet and commit to a greener, brighter future.
04/22/2026

Today we celebrate our planet and commit to a greener, brighter future.

Ready to take the leap into homeownership? From job security to credit scores, there’s more to consider than you might t...
04/16/2026

Ready to take the leap into homeownership? From job security to credit scores, there’s more to consider than you might think. Before you begin touring, let’s talk about what you might need to be prepared.

Celebrating the season of renewal and gratitude. Wishing you a wonderful Easter!
04/05/2026

Celebrating the season of renewal and gratitude. Wishing you a wonderful Easter!

Make the most of your bonus or tax refund. Let’s explore ways to help fuel your long-term financial growth.
04/02/2026

Make the most of your bonus or tax refund. Let’s explore ways to help fuel your long-term financial growth.

Passover reminds us of freedom and renewal. Wishing you a season of hope and happiness.
04/01/2026

Passover reminds us of freedom and renewal. Wishing you a season of hope and happiness.

Charitable giving may enable you to keep more of your hard-earned income. Work with me and a tax advisor to explore str...
03/26/2026

Charitable giving may enable you to keep more of your hard-earned income. Work with me and a tax advisor to explore strategies for your situation and giving goals.

May this Eid bring happiness, harmony, and prosperity to you and yours.
03/19/2026

May this Eid bring happiness, harmony, and prosperity to you and yours.

Celebrating the spirit of St. Patrick’s Day — joy, unity, and a little luck!
03/17/2026

Celebrating the spirit of St. Patrick’s Day — joy, unity, and a little luck!

Address

102 Versailles Boulevard, Ste 120
Lafayette, LA
70501

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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