Securities offered through Investment Professionals, Inc. Member FINRA and SIPC
THE IMPORTANCE OF INVESTING
You have worked hard for what you have and deserve to have the future you want. Your financial future depends largely on decisions you make today. When you take the time to build a financial plan you are taking the first step toward achieving your goals and we will be there with you every step of the way.
Developing an investment plan requires you to quantify your goals and could greatly improve your chances of achieving a secure retirement. This could help maximize the chances of meeting the objectives in your financial plan and help realize your financial goals.
Regardless of the state of your current financial picture, it’s always a good idea to review your financial plan, understand how it relates to your financial goals and be aware of the options available that may help your financial well-being.
WHY HAVE A FINANCIAL CONSULTANT?
Having the support and knowledge of a Financial Consultant may improve your chances of having a more secure future for you and your loved ones. We can help guide you through the process and steps you should be taking to reach your financial goals. A Financial Consultant can assist you in better understanding your existing portfolio and if you can improve them to better fit your specific needs.
PRODUCTS + SERVICES
- FINANCIAL PLANNING
- FIXED INCOME
- RETIREMENT PLANNING
- INSURANCE & ANNUITIES
- Fixed & variable annuities
- Life insurance, including Term Life, Universal Life, Variable Universal Life, Single Premium Life, Return of Premium Term, Universal Life with Long-Term Care Benefits
- Health insurance
- Disability insurance
- Long-term care insurance
- PRIVATE ASSET MANAGEMENT
- EDUCATION PLANNING
- ALTERNATIVE INVESTMENTS
- GLOBAL WEALTH SERVICES
- LEGACY PLANNING
Wherever life may lead you, Brian has the knowledge to recommend the most suitable investment approach. Brian has over 25 years in the Financial services industry and is the Senior Financial Consultant at the Bank of Montgomery. Brian holds Finra licenses 6,7,24,63 as well as variable annuity, life, health and disability insurance. Brian is active in the community and supports numerous charitable organizations. He also enjoys coaching baseball for the local teams utilizing his skills from his professional baseball days.
Contact us by e-mail, telephone or visit our office.
B.O.M. Financial Services
814 Washington Street
Natchitoches, LA 71457
P: (318) 238-8000
F: (318) 238-8003
Click Here for Email.
CALL TODAY TO SCHEDULE YOUR COMPLIMENTARY CONSULTATION
We invite you to visit with Brian Ohnoutka located at our B.O.M. Financial Service office at no cost to you. He will answer important questions that can affect your long-term financial security. Individual services or comprehensive planning is available based on your preferences and comfort level. Contact Brian Ohnoutka at B.O.M. Financial Services today at 318-238-8000.
No Bank Guarantee | Not a Deposit | Not FDIC Insured | Not Insured by any federal government agency | May Lose Value All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI under the name B.O.M. Financial Services are in no way affiliated with or offered by Bank of Montgomery, nor is Bank of Montgomery a registered broker/dealer. Customers working with B.O.M. Financial Services will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.