The Presley Group


 

Meet The Presley Group

The Presley Group, the insurance firm that works with Presley Wealth Management, was founded in 2006 by Christy Smith. Located in Denham Springs, Louisiana, The Presley Group was founded with one goal in mind: to help retirees and those nearing retirement implement strategies for their financial future. At The Presley Group, we approach each client individually to assess their unique situation, as no two situations will be the same. Our mission is to clarify each individual’s retirement goals and strategies in order for our clients to realize their financial dreams and implement strategies to help meet their retirement needs.

At The Presley Group, our No. 1 focus is providing the best retirement strategy for each individual. Our goal is not to sell a product but to help establish a retirement strategy that will provide guaranteed income over the full course of your retirement. We strive to inform our clients to help them determine the best strategy for their retirement by using the dozens of retirement products available. We don’t provide a quick fix or a one-size-fits-all retirement strategy; we work one on one with each of our clients to help identify the best possible fit for their needs.

 

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Would you like to avoid surprises at tax time?

Tax laws change every year — and this year is no different! This downloadable guide will walk you through the latest tax law changes to help you avoid any surprises. In this 12-page guide, you will find out:

  • What the Tax Cuts and Jobs Act could mean for you
  • How inflation could affect your tax bill
  • Why proactive planning can help give you financial confidence
  • How your financial professional can coordinate with a tax professional to help you create a tax-efficient strategy

Take Charge of Your Taxes

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