Offering a variety of services to assist you in achieving your long-term financial objectives.
• Income strategies
• Asset class diversification
• The Income for Life Model®
• Guaranteed income riders
• Inflation-protected income
• Tax-efficient income models
• Debt reduction strategies
• Savings & budgeting models
• Asset class diversification
• Principal protected saving
• Low-correlation investing
• Professional asset management
• Life Insurance designs
• Disability protection planning
• Long-Term Care insurance protection
• Medicare Supplements
• Estate Tax reduction strategies
• Estate Tax funding strategies
• Life Insurance trust design
• Life Insurance policy design
• Charitable planning
• Gifting strategies to benefit your children/grandchildren
• IRA accounts
• Roth IRA accounts
• 401(k) and other qualified plans
• Non-qualified retirement plans
• Retirement plan rollovers
• QuickBooks bookkeeping
• Business plan options & resources
• Human Resource guidance
• Company retirement plans
• Financial analysis reporting
• Buy-Sell Agreements
• Key Person Insurance
• Deferred Compensation Plans
We are built on fundamental ideas that are key to establishing lifelong, trusting relationships with clients:
An important aspect of any relationship between a financial planner and a client. ProGen puts the client's best interest at hand and provides ultimate value and understanding of each decision or strategy.
An imperative value that every client deserves. There should be no surprises when it comes to financial planning. ProGen strives to be fully transparent in every interaction, and transaction, that becomes part of a financial plan.
Essential when having an open and trusting relationship with clients. This relationship allows ProGen to get to know the client, so that a plan can be constructed for each client's unique needs, goals, and dreams for now and in the future.
Tiffany understands that life doesn’t always go as planned. As someone who has overcome adversity, she is deeply empathetic and has a sincere desire to make sure that the proper plans are in place when the unexpected happens. Since it is hard to prepare for the unexpected, Tiffany has devised numerous strategies that can be used to cater to each client’s specific needs.
She is a graduate of Cabrini High School and the University of New Orleans, where she graduated Cumme Laude. She earned a Bachelor’s of Arts degree in Political Science Pre-Law and was a member of the Pre-Law Fraternity chapter. After working for a law firm for some time, she realized that she could better help people by assisting them with their financial future. She gained experience at a local financial firm where she earned her Series 65 as well as her Life and Health Insurance License. She then went on to create her own firm and named it ProGen to establish her love for helping people of all generations. From individuals and families, to businesses, she specializes in Debt Reduction, Family and Retirement Planning as well as Business Consulting. Tiffany is dedicated to all aspects of her client’s financial lives.
Tiffany is happily married to her husband Brad and together they have three beautiful children. They support their children’s private school and are actively involved in the community. She also enjoys spending time with friends and family along with reading, writing, and boating.
With rising taxes, market volatility and increasing inflation, most people are wondering if they will be able to retire.
By avoiding these 7 major retirement pitfalls, you can ensure your plan will sustain your retirement. If you don’t have a plan, it is imperative you work with a professional financial advisor to create a written retirement income plan.