What are the opening hours?

Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4:30pm

Joanna S. Slade, CLU, CFP, EA

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Ponchatoula, LA
Joanna S. Slade, CLU, CFP, EA

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Joanna S. Slade, CLU, CFP, EA, Financial planner, Ponchatoula, LA.

Investments/Advisory Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC, and a Registered Investment Advisor
https://www.finra.org/ https://www.sipc.org/

Enrolled Agent (Tax Planning/Prep)
Life, Health and Medicare Products

06/03/2026

https://www.jsladeplanning.com/resource-center/estate/exit-strategies-of-the-rich-and-famous

TRUST PLANNING!!! 💵💰💡

Estate conservation is too important to put off. Do you have a smart exit strategy?

05/13/2026

You've Got Money....

Here’s a quick guide to checking to see if you have unclaimed money.

04/21/2026

https://www.jsladeplanning.com/resource-center/lifestyle/to-buy-or-not-to-buy

The decision whether to buy or rent a home may have long-term implications.

04/14/2026

https://www.jsladeplanning.com/resource-center/insurance/your-dna-test

TIME FOR YOUR DNA TEST...

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

03/12/2026

https://www.jsladeplanning.com/resource-center/insurance/the-other-sure-thing

ARE YOU COVERED?

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

03/06/2026

https://www.jsladeplanning.com/resource-center/investment/bridging-the-confidence-gap

WOMEN INVESTORS....

In the world of finance, the effects of the

02/18/2026

https://www.jsladeplanning.com/resource-center/retirement/encore-careers-push-your-boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

02/04/2026

TAX BRACKETS EXPLAINED.....

Have you explored all your options when it comes to managing your taxable income?

01/12/2026

https://www.jsladeplanning.com/resource-center/money/keeping-up-with-the-joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

12/18/2025

WHAT WILL YOUR RETIREMENT LOOK LIKE? ✈️🏝️🏜️🌅

How does your ideal retirement differ from reality, and what can we do to better align the two?

Address

Ponchatoula, LA
70454

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

Website

https://www.jsladeplanning.com/

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