Take Control of Your Future
Your financial future is too important to leave to chance.
Engolio Financial Group is a Income planning firm serving clients throughout South Louisiana. Founded in 1984, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
Engolio Financial Group can be your trusted financial professional.
We provide an assessment and written plan for your future retirement goals. We are dedicated to enhancing both your current and future way of life, and providing strategies for a sound financial future. We understand the each of you have very unique needs, goals, and concerns and they require and deserve specially tailored advice.
Engolio Financial Group provides a holistic approach to retirement planning to give you security and flexibility you need to structure your portfolio safely and effectively.
Engolio Financial Group is a premier financial planning firm serving clients throughout South Louisiana. Founded in 1984, we have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each out our clients.
Barry Engolio has been providing education and successful financial strategies to families for over 25 years and has assisted with
- Guaranteed lifetime income streams
- Safe and reasonable investmeents- resistant to excess market losses
- Tax Advantaged Planning
His mission is to keep your family values, help keep you from outliving your money, and to help you plan wisely for your future and the future of your children.
Our focus is on helping to educate people 50 and older on the differences between retail and institutional financial services and why they should be aware of the costs and risks associated with the accounts they choose to use. He believes that protecting assets from significant market declines is priority one, followed by maintaining the potential for a reasonable rate of return and keeping things simple.