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We provide our clients with retirement income strategy options that they will never outlive!

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“What, When, Who, How? The Social Security Decisions”

Learn about strategies to use that may increase your benefits.

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Legacy Wealth Partners proudly serves the Baton Rouge area.

Legacy Wealth Partners has been working with friends and neighbors throughout the greater Baton Rouge area to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust by thoroughly understanding your goals and dreams and helping you feel confident in your financial strategies.

With Legacy Wealth Partners, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

Contact us at (225) 246-2597 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.
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Since entering the financial advisory arena, Jason Doise has helped clients achieve dreams they never thought would be possible.
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Jason Inman joined LWP as a partner in 2006 and he has over 15 years of successful experience as a financial advisor focused on helping clients accumulate wealth in tax efficient manners.
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Why We’re Different

CUSTOM FIT Strategies

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Level Four Advisory Services, LLC, a registered investment advisor. Level Four Advisory Services, LLC and Level Four Wealth Management are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may discuss and/or transact securities business with residents of AL, LA, MS and TX.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.

Guarantees are subject to the claims paying ability of the issuing insurance company.

Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any governmental agency.

Please note that the use of asset allocation or diversification does not assure a profit or guarantee against a loss.

In the event of a withdrawal or distribution, interest earned on an annuity is taxed as ordinary income. Withdrawals or distributions made prior to age 59½ may be subject to a 10 percent income tax penalty.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax, legal, fiduciary or investment advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

In the event of a withdrawal or distribution, interest earned on an annuity is taxed as ordinary income.  Withdrawals or distributions made prior to age 59½ may be subject to a 10 percent income tax penalty.

Please note that the use of asset allocation or diversification does not assure a profit or guarantee against a loss.