A financial plan is like a roadmap for your money. It helps us to set goals and make the best decisions possible. We help to create the plan and update it as your situation changes.
If your financial plan is a roadmap, investment management is the vehicle you are traveling in. We work to ensure that you are in the most appropriate vehicle for the roads we will navigate.
Risk management is like having good brakes. We are always looking around the corner for potential hazards and target strategies to avoid or mitigate them.
By being aware of tax rules and tax-advantaged investment strategies, we can avoid some of the tolls along the way. Our goal is to help minimize the amount of tax incurred.
Planning for income in retirement is like getting ready for a long road trip. We want to make sure we have plenty of gas and are stocked with the essentials to ensure a smooth and comfortable ride.
Unfortunately, accidents and the unexpected can happen. Insurance planning is like wearing your seatbelt. You hope you don’t need it, but it provides peace of mind.
Education Savings is like preventative maintenance on the student’s future. By implementing a savings strategy, like a 529 plan, we can help keep the student moving forward by avoiding a financial burden.
If your resources have exceeded the requirements of your own journey, you may want to transfer them to a cause that is important to you. We can help design the most efficient strategy to accomplish that.
James Olsen (Jim) graduated from Louisiana State University with a Bachelor’s degree in Sociology. He began his financial services career in 1977 and received his Certified Financial Planner designation in 1983. Jim’s areas of concentration include retirement planning, estate planning, and long-term care planning. Jim specializes in asset management for retirees and affluent individuals. He is a Registered Investment Advisor and a Registered Principal with Crown Capital Securities, L.P. and the branch manager for its Gretna office.
Jim has served on the board of directors for the Greater New Orleans Chapter of The International Association for Financial Planning (IAFP) for several years. He is currently a member of the Financial Planners Association (formerly IAFP). He has been a key speaker on Market Timing and Technical Analysis at Money Watch Live. Jim has also been featured in New Orleans City Business and in Investment News. Active in his community, Jim serves on the vestry of St. Philip’s Episcopal Church and on the board of directors for Youth Rescue Initiative, a non-profit organization committed to improving the quality of life for all citizens of New Orleans by creating structured opportunities and discipline for at-risk youth through the development of programs designed to build leadership, confidence, and instill life-long skills. In his leisure time, he enjoys playing baseball and golf. Jim resides in Belle Chasse, LA with his wife Mary, and their children.
Chad is an experienced investment advisor who loves helping his clients plan and achieve their financial dreams. He also holds Series 7, 63, and 65 licenses, which allow him to offer comprehensive and tailored investment advice to his clients. Chad earned his Bachelor of Science in Finance from the University of New Orleans.
Chad is not only a successful professional, but also a dedicated community leader. He is the current President of the Archbishop Rummel Alumni Association, where he works hard to connect and empower the alumni community. He has also served as the past President of the St. Philip Neri Men’s Club, where he fostered a spirit of friendship and collaboration among its members. Moreover, he was a founding board member of the New Orleans Catholic Men’s Club Association.
In his spare time, Chad enjoys spending quality time with his wife, Marianne, and their three amazing children: Gavin, Collin, and Molly. He also likes to play golf with his sons and close friends, where he relishes the friendly rivalry and fun.
Eric Fenlason graduated from the University of Connecticut with a bachelor’s degree in economics and has 13 years of industry experience. He holds the Chartered Financial Analyst® designation, which is widely recognized as one of the highest distinctions in the investment management profession. He also holds the Series 7 and Series 66 licenses.
Prior to joining Legacy Investment Strategies, Eric served as an advisor consultant where he worked closely with successful financial advisors throughout the country. In that role, he recognized certain gaps in service and potential flaws in the strategies that many clients were being offered. Motivated by his belief that every individual, household, or business that seeks professional help should receive the best and most comprehensive service available, he decided to join Legacy to take on a direct role in impacting those relationships.
Eric is a board member of the CFA Society of Louisiana and lives in Uptown New Orleans with his wife, Linley and son, Oliver. When he is not at work or spending time with his family, you will most likely find him on a golf course.