Lori D. Martin, TGPC, CPFA

Lori D. Martin, TGPC, CPFA

Financial Advisor and COO/CFO

I graduated from Nicholls State University and earned an Associates Degree. I hold FINRA Series 6 securities registrations and life and health insurance licenses, as well as property and casualty insurance licenses.  I have earned the following professional designations:  Tax-Exempt & Government Plan Consultant (TGPC) designation from the National Tax Deferred Savings Association (NTSA) and the American Society of Pension Professionals & Actuaries (ASPPA) also the designation of CPFA (Certified Plan Fiduciary Advisor).

Detillier Financial Advisors LLC has made retirement planning its specialty.  We believe a comprehensive retirement plan should consist of three equally important segments. (1) A Social Security Plan designed to help maximize the retirement benefits for your entire family.  (2) An investment strategy created to support the Social Security Plan and to help protect against outliving your income.  (3) A Long Term Care Plan to help protect the overall plan against unexpected LTC expenses.

We have learned that every decision our clients make prior to retirement directly impacts the quality of that retirement.  For this reason we believe that no decision is inconsequential and no question should remain unanswered.

Phone (225)869-1776
Fax (225)869-7992
Mobile Phone (225)806-6729