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Your Financial Planning Resource Center

Our resource center is designed to deliver value and support
every step of the way as you pursue your financial goals.

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Planning for Your Future

The Big Picture
of Financial Planning

Learn how to target your goals to help you through the financial planning process.

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Life Insurance

Buying Insurance: What Savvy Consumers Should Know

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Financial Planning

Working with
a Financial Advisor

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Teaching Your College-Age Child about Money

Use these important tips to help teach your child about money.

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Financial Planning Basics

How well do you understand personal finance? Take our quiz.

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Financial Basics for Millennials

Setting goals now for a better future. 

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Beyond the Basics of Retirement Planning

If your priority is to build a retirement plan, keep in mind it is easier than it used to be, thanks to the many tools and resources available today.

These articles may be very beneficial to you:

happy retirement written on chalk board

Managing Your Budget

Life Events

Having a baby?
How to adjust and plan for the future

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Debt Consolidation

Ways to consolidate debt

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College Savings Plans

Need help choosing a college savings plan?

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Tax Planning

Qualifying for the Home Office Deduction

Does your home office tax deductible?

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Tax Withholdings

Are you withholding enough taxes?

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Surviving an Audit

Surviving an Audit

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Calculators

Retirement Planning

Retirement Savings Calculator

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Saving for College

Save for College Calculator

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Contact Us

Creating a successful financial plan can be challenging. Let our team of professionals take your goals to build your financial roadmap.

Our team provides the highest quality personalized service, sound advice, and access to a wide range of flexible investment products that can be tailored to your individual needs.

Locate an IBERIA Financial Services Representative or call us today at (800) 823-9666.

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