KBA Wealth Management Group

Thoughtout my life, helping others has been an integral part of who I am.I chose a career in financial services because I believe I can make a difference in the lives of families and individuals. I'm a graduate of St Martinville Sr High class of 2008 with broad business, commercial and technical experience across various industries.I am the father to three dynamic and inquisitive children and expecting a baby girl shortly.We as a family have a keen interest for youth mentorship and leadership development both in the class room and on the field of play.As a self starter with additional personal experince as a life insurance and debt solution agent, small business owner and business strategist.
My personal passion is identifying the critical steps which presents the most immediate results to achieving long term goals, for all of our clients. As a financial planner I feel it's my duty to always be working for my clients.

As stated by Roman philosopher Seneca " Luck is what happens when preparation meets opportunity"

KBA Wealth Management Group was founded based on the knowledge that life is ever changing and preparation for all of life's events should be planned.

Your relationship with us goes beyond managing investments.

Financial planners determine how their clients can meet lifelong financial goals through management of resources. They examine the financial history-past and current-of their client's assets and suggest exactly what steps the client needs to take in the future to meet thier goals.

kristopheraubrey
@kbawealth.com

kbawealthmgmt.com
337.291.0134 office
337.291.0137 fax

Today is the best day to start thinking of tomorrow!

KBA Wealth Management Group

Free Consultation
Financial Planning
Estate Planning Retirement
Business Planning
Exit Strategy
Tax Consideration
Life/Accident/Health Insurance /Long Term Care /Annuities

You should meet with your advisor at least once a year to reassess basics like budget, taxes and investment performance. This is the time to discuss whether you feel you are on the right track, and if there is something you could be doing better to increase your net worth in the coming 12 months.

The financial planning process involves more than just creating a single major financial plan. It often includes several plans like budgeting, investing, retirement planning, tax planning, etc., and is a continuous process that requires regular reviews and adjustments.

KBA Wealth Management Group
"Where We Invoke Confidence And Trust"

7 Steps To Financial Freedom

Step 1: Assess Your Current Financial Situation

Step 2: Set Clear Financial Goals

Step 3: Create and Stick to a Budget

Step 4: Build an Emergency Fund

Step 5: Pay Off Debt Strategically

Step 6: Save and Invest Wisely

Step 7: Seek Professional Guidance

Investment advisory offered through CS Planning Corp, an SEC registered investment advisor.

Advisory services are only offered to clients or prospective clients where CS Planning Corp, doing business as KBA Wealth Management and its representatives are properly licensed or exempt from licensure.

This website is solely for informational purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered unless a client service agreement is in place.

The content of this website is developed from resources believed to provide accurate information. Information included within this website is intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding your individual situation. Opinions expressed and material provided are for general information and should not be considered individualized advice or a solicitation for the purchase or sale of any security.