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• Fee-Only Financial Planning
• Wealth Management
• Personalized Guidance

Money is Complicated...

We Make It Simple.

Fee-Only • Financial Planning • Wealth Management • Personalized Guidance

Fiduciary Responsibility

Bound to act in your best interest, ensuring trust and transparency.

Trusted Expertise

Led by a CFP® professional, providing expert guidance.​

Personalized Guidance

Tailored financial strategies based on your unique goals and values.

Holistic Approach

We address all aspects of your financial life.

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Gary Birdsall Headshot

Gary Birdsall, Jr.
Founder

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A partner who is with you for the long-haul.

True Financial isn’t your typical financial advisory or planning firm. We believe that clarity is power. You deserve advice that is clear, actionable, and aligned with your values.

 

You deserve a partner who is with you for the long haul, helping you design a life where your money works for you, not against you, by aligning it with your unique values, beliefs, goals, and life's greater purpose.

We understand that financial decisions are about more
than just numbers
.

At True Financial, we understand that financial decisions are more than just numbers—they're about your life, your dreams, your family, and your future. Every choice you make today sets the course for tomorrow. That’s where we come in.

Think of us as your personal financial guide. We don’t believe in one-size-fits-all solutions. Instead, we take the time to listen—to understand your goals, concerns, and the challenges that keep you up at night. Together, we’ll craft a plan tailored to your life, not someone else’s definition of success.

Abstract Architect

Your life, your goals: personalized financial guidance.

Retirement Planning

Our in-depth retirement planning services ensure that you are fully prepared for a comfortable and fulfilling retirement. We cover every aspect of your financial life to help you live your retirement dreams.

Tax Planning

Minimize tax liability through tailored strategies that align with your financial plan, helping you keep more of what you earn.

Investment Management

Build and manage an investment portfolio that aligns with your goals, risk tolerance, and time horizon.

Insurance and Risk Management

Protect your assets and loved ones by identifying potential risks and securing the right coverage.

Estate Planning

Ensure your legacy is preserved with a plan that addresses your wishes for wealth transfer, inheritance, and asset protection.

Business Owner Planning

Navigate the complexities of owning a business with strategies for growth, succession, and financial efficiency.

Education Funding

Secure your children’s or grandchildren’s future by planning for education costs with tax-efficient saving strategies.

Student Loan Planning

Develop a strategy for managing and paying off student loans, balancing debt repayment with other financial goals.

Visualizing Your Ideal Future

Clarify your financial objectives and create a roadmap to achieve both short- and long-term goals.

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Who We Are.

We are an independent fee-only fiduciary financial advisory firm. With convenient offices in Houma, Metairie, and Baton Rouge, we serve clients across the U.S. and offer virtual meetings to ensure that wherever you are, you have access to expert financial advice.

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Our Mission

Our mission is to simplify the complexities of wealth management while empowering and enriching the lives of our clients and their families with financial guidance built on trust, integrity, and unwavering fiduciary responsibility. We transform intricate financial challenges into clear, actionable strategies tailored to your values and life goals.

 

Through personalized, best-interest advice and holistic planning, we help you achieve success, purpose, and fulfillment at every stage of life-ensuring your financial path is not only secure but deeply meaningful.

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