Fernando Davila III

If you're just now starting to save, thinking about retirement, or have had many years of investment experience, you may quickly get overwhelmed with the amount of planning required to do things right. To make matters worse, many people struggle to tell if they're prepared for retirement. You may also feel that there is a lack of good financial information available to most individuals.

It's important to me, as a Wealth Advisor, that our process starts with you and is guided by your why so that together we craft a plan that's truly yours. By getting a thorough understanding of who you are and your vision moving forward, we can plan a course designed specifically for your wants and needs. No matter what life stage you're in, when you plan properly, goals and the path to retirement can become clearer. Peace of mind and financial confidence can be created.

At JD Prime Investment Services, we work to provide a relationship-driven approach to wealth management that ensures you feel heard and are seen as more than just a number. We specialize in guiding business owners, plant workers, families and individual investors across Louisiana through retirement transitions, life insurance reviews, tax strategies, estate planning and educational savings.

Take that step today and contact us. We look forward to serving you and your family.