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Financial Planning

Below our a list of services that our team specializes in. Click on Our Services for a walk through guide of each. These guides walk through the steps of some important moments in life where financial awareness is necessary. They are not intended to be comprehensive, but serve as a general overview of what can be expected. For access to the complete guides, please schedule an initial appointment.

  • Divorce

  • Education

  • Retirement

  • Estate Planning

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Graf Financial LLC is a Registered Investment Advisor with its principal place of business in the State of Louisiana. Graf Financial is registered in Louisiana and Texas. Additionally, registration is currently in the process for the state of Mississippi. Graf Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by Graf Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Contacts

Phone: 225-223-6048

Fax: 225-223-6514

admin@graffinancial.com

2161 Quail Run Drive, Suite C

Baton Rouge, LA 70809

© 2021 Graf Financial LLC. All Rights Reserved.

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