Financial Services

Dylan Sherwood
American Funds Agent

318-422-7160

Specializing in ABLE Accounts, which are tax-advantaged savings accounts for individuals with disabilities and their families, were created as a result of the passage of the Stephen Beck Jr. Achieving a Better Life Experience Act of 2014 or better known as the ABLE Act. The beneficiary of the account is the account owner, and income earned by the accounts will not be taxed. Contributions to the account, can be made by any person (eg. the account beneficiary, family, friends Special Needs Trust or Pooled Trust).

 

Walter Brown

Senior Regional Leader 

PFS Investments Agent
318-560-2160

You can expect a lot by partnering with a Primerica financial professional. Our goal is to help you reach your savings goals while providing the highest-quality client experience. Our goals-based investing approach helps families:

*Establish an emergency fund

*Invest for the long term

*Utilize quality asset managers

*Generate retirement income

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