Hire Your Own
PERSONAL ADVISOR
To Manage Your 401(k) Account
Hire an independent personal manager who develops a strategy to fit your needs, goals, and risk tolerance.
Pick a date and time. It's free!
Hire Your Own
PERSONAL ADVISOR
To Manage Your 401(k) Account
Hire an independent personal manager who develops a strategy to fit your needs, goals, and risk tolerance.
Pick a date and time. It's free!
Is it for me?
Yes, if your employer 401(k) is with:
SCHWAB
FIDELITY
Within your 401(k) lies an option a Self-Directed Brokerage Account. It Unlocks a wide range of Investment choices.
Why hire a
TRUSTED ADVISOR
MORE INVESTMENT OPPORTUNITIES
Your advisor will manage multiple investment choices for you: individual stocks, bonds, ETF’s, and multiple funds.
INCREASED RETURNS, INCREASED SUCCESS
Your advisor will manage multiple investment choices for you: individual stocks, bonds, ETF’s, and multiple funds.
ALMOST TO RETIREMENT
Your advisor will manage multiple investment choices for you: individual stocks, bonds, ETF’s, and multiple funds.
Pick a date and time. It's free!
meet
THE TEAM
RENÉE PASTOR
Founder / Wealth Manager
Her goal for clients is to help them achieve the life that they want and to give them that comfort and security in knowing that she is looking out for them.
NATHANIEL A. NOVAK
Investment Portfolio Associate
With integrity and diligence, Nathaniel applies knowledge and research to develop creative solutions to even the most complex financial planning challenges.
SANDRA PADILLA
VP Wealth Strategies
The mechanics of constructing meaning has been a key driving force of Sandra’s professional development. She chose to dive deep and become a retirement planning specialist.
what's ours
APPROACH
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DISCOVERY MEETING
Our first connection is to uncover your initial needs, create an understanding on both sides of the table and explore a fit for working together.
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INVESTMENT PLAN MEETING
After discovery, we diagnose your current situation, outline our recommendations for moving forward and explain the details of our investing approach – addressing any questions and concerns along the way.
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MUTAL COMMITMENT MEETING
We agree to move forward together on your journey to financial independence. During this meeting (and those that follow) we provide a comprehensive evaluation for moving forward with your Advanced Plan.
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45-DAY FOLLOW UP
Here, we organize your account paperwork and help you set up a system for keeping it organized going forward. We review your investment strategy and answer any remaining questions.
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REGULAR PROGRESS MEETING
Your plan’s progress is reviewed to see if you are on track for meeting your financial goals. We will ask if there have been any changes in your life so that we can adjust your plan and we begin to implement your Advanced Plan.
Pick a date and time. It's free!
Choose Your Available
DATE & TIME
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The Pastor Financial Group
909 Poydras St. #1240
New Orleans, LA 70112 -
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Phone: 504-309-3994
Fax: 504-766-0319
Toll Free: 1-833-909-2619
About Us
With longtime client relationships spanning several decades, The Pastor Financial Group has proved able to help beyond investing money – but rather to help you use your money to enjoy your life. Since 1989, our lead advisor, Renée Pastor, has concentrated on providing quality financial and investment advice to individuals who have reasonable long-term goals and who share the team’s philosophy toward the financial markets.
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© Copyright by The Pastor Group. All Rights Reserved.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Investment advisory services provided by NewEdge Advisors, LLC doing business as The Pastor Financial Group as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.
NewEdge Advisors, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC unless a client service agreement is in place.
