Pelican Family Office

Pelican Family Office At Pelican Family Office, we believe in the power of personalized advice and custom solutions.

We know that every family and business owner, has unique needs/goals. Our mission is to provide services that are tailored/aligned with your values/objectives.

As a student, college costs can feel intimidating. However, there are many resources designed to help college-bound stud...
04/30/2026

As a student, college costs can feel intimidating. However, there are many resources designed to help college-bound students cover expenses. Swipe through for an overview of some support options.

We hope these suggestions are helpful for students or parents planning for college. Otherwise, if you have questions about your financial picture or want to talk about investment strategies, give us a call. We are here to help.

April is a month of fresh energy and intention. The new season brings longer days, renewed motivation, and a great oppor...
04/23/2026

April is a month of fresh energy and intention. The new season brings longer days, renewed motivation, and a great opportunity to take a closer look at the habits that shape our personal and professional lives.

This month’s quote is a reminder that excellence isn’t something we achieve once; it’s something we practice over time. Small, consistent actions lead to big results.

So, as you move through April, ask yourself: What habit are you committed to building (or rebuilding) this month? Let us know in the comments. We’d love to cheer you on!

Financially planning for college doesn’t have to be overwhelming. There are several financial tools designed specificall...
04/16/2026

Financially planning for college doesn’t have to be overwhelming. There are several financial tools designed specifically to help families prepare. Swipe through for an overview of key options available to parents and guardians.

If college is far off for a child in your life, these savings options can be incredibly helpful when the time comes for them to attend school. In the meantime, however, if you have questions about investing or your financial strategy, don’t hesitate to reach out. We are here for you.

April is Financial Literacy Month, and what better time to emphasize the importance of understanding how to manage, prot...
04/08/2026

April is Financial Literacy Month, and what better time to emphasize the importance of understanding how to manage, protect, and grow your money? Financial literacy can help you feel more informed, confident, and prepared for what’s ahead, like paying down debt or planning for retirement. Swipe through to learn more.

If you would like to discuss your financial strategy, give us a call. We are here to help.

Christ the Lord is risen! May your spirits be lifted and your hearts filled with the warmth of God’s love. From our fami...
04/05/2026

Christ the Lord is risen! May your spirits be lifted and your hearts filled with the warmth of God’s love.

From our families to yours, Happy Easter!

It’s April Fools' Day. And while we won’t be celebrating with any practical jokes, we couldn't let today pass without sh...
04/01/2026

It’s April Fools' Day. And while we won’t be celebrating with any practical jokes, we couldn't let today pass without sharing a joke.

We hope that it brought a smile to your face like it did ours — and that you manage to make it through the day without being surprised by any “foolish” pranks!

On a more serious note, if you have any questions or needs, know that we are here to help. Give our office a call anytime.

This spring, make sure your 401(k) plan is growing with your business. As your business evolves, your workplace retireme...
03/30/2026

This spring, make sure your 401(k) plan is growing with your business.

As your business evolves, your workplace retirement plan should evolve with it. An annual review can help ensure contributions, employer-match structures, and plan features are still aligned with your goals.

If your organization is considering updates or simply wants a spring check-in, our team is here to help. Give us a call today.

Spring is nature's reminder that growth and change are constant in our lives. Given that evolution, it’s important to ma...
03/27/2026

Spring is nature's reminder that growth and change are constant in our lives. Given that evolution, it’s important to make sure your life insurance coverage keeps up.

If you have experienced any life changes recently, let's review your coverage together and make sure your loved ones stay protected. If you do not currently have this key coverage, what better way to enter spring than ensuring your family is protected in every season?

Give our office a call to schedule your complimentary consultation!

Tuesday our team had the joy of spending the day volunteering with the Brooke It Forward Foundation, an amazing organiza...
03/20/2026

Tuesday our team had the joy of spending the day volunteering with the Brooke It Forward Foundation, an amazing organization dedicated to providing birthday boxes and joy to children in need. 🎉🧁

We were grateful for the opportunity to assemble birthday boxes and support their mission of spreading kindness throughout the community. Moments like these remind us how important it is to give back and stay connected to the causes that uplift local families.

Learn more about their incredible work or get involved at: https://www.brookeitforward.org/

03/20/2026

March is often seen as the month of momentum, since the days are growing longer, spring is just around the corner, and many of us are gearing up to end the quarter strong. But if you're feeling stuck in the final stretch, you're not alone.

Progress isn’t always linear. Sometimes, the final push requires the most focus, energy, and perseverance. It's in those last steps that the real magic happens.

So if you're closing in on the finish line this month, don’t slow down now. You've come this far for a reason. We’d love to know: What project or goal are you committing to finishing strong this March? Feel free to let us know in the comments!

Address

681 River Highland Boulevard
Covington, LA
70433

Telephone

+15045208048

Website

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