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Clarity. Direction. Progress.

Whether you're seeking a second opinion, evaluating your options, or wondering if there are opportunities you're missing, we're here to help. Contact us to learn how you can better position your finances for the life you want to live. 

Our Lafayette Location

400 E Kaliste Saloom Rd
Suite 510
Lafayette, LA 70508

Our Contact

337-333-PLAN
athevenet@planwellinvestments.com

Our New Iberia Location

609 Jefferson Terrace
New Iberia, LA 70560

Our Contact

337-333-PLAN
athevenet@planwellinvestments.com
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Our Locations

400 E Kaliste Saloom Rd
Suite 510
Lafayette, LA 70508
609 Jefferson Terrace
New Iberia, LA 70560

Contact Us

337-333-PLAN
athevenet@planwellinvestments.com

Let's Talk

Disclosure

Aaron Thevenet is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of LA, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

Aaron Thevenet is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 400 E Kaliste Saloom Rd Ste 5100, Lafayette, LA, 70508. In this regard, this communication is strictly intended for individuals residing in the states of LA, MD, TN, TX, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Aaron Thevenet is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of LA, MD, TN, TX, and UT. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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  • FOUNDER
  • WHO WE SERVE
  • EXPERTISE
  • PROCESS
  • STRATEGIC ALLIANCES
  • LOGIN
    • eMoney
    • Wealthscape Investor
    • Client360
  • LET'S TALK

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