Charge Your Lightbulb
We help financially guide
the Athletes, Attorneys, & Growth-Minded Entrepreneurs by removing one less hat, so you can focus on the things you Enjoy Most!
In Case You Ever WONDERED.....
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What exactly do we do
We provide on-going Financial Planning & Investment Management for High Income Professionals primarily; Athletes & Attorneys entering or advancing in their careers, & Business Consulting & Fundraising Assistance for High-Growth Entrepreneurs looking to scale their business.
Why we're different
We proudly differentiate ourselves from typical advisors:
We specialize in working with Athletes, Attorneys, & Growth-Minded Entrepreneurs
A lot of advisors try to "work with any & everybody" - we don't. While we'll certainly help anyone, we focus specifically on helping you make the most of your finances as you are entering or advancing in your career.
We actually do Financial Planning
Most advisors aren't willing or able to provide comprehensive financial planning & instead solely focus on insurance or investment management. We incorporate careful financial planning into all aspects of our services.
We are Independent
We're not affiliated with any banks, brokerages or insurance companies. This allows us to offer truly comprehensive advice without pressure to make certain recommendations or sell products.
Our fees are Clear and Fair
We're "fee-only," which means we don't sell products for commission and don't receive any form of compensation from anyone other than you. We charge a flat annual fee or a percentage based of the size of your investable assets.
We understand the young generation's Challenges
A lot of advisors try to pretend that they can relate or understand your struggles - we actually do.
We are Credentialed Fiduciaries
Unlike many "financial advisors" who are affiliated with banks, brokerages or insurance companies, as a CFP® [CERTIFIED FINANCIAL PLANNER™], we're regulated as fiduciaries meaning we always act in your best interest.
OUR VISION
Imagine the "Ah-Ha" moment, when your lightbulb goes off and you feel like you've finally figured it out. That's what we strive to do with every person that we encounter.
At The CLEVER Group we believe everyone is an Entrepreneur of their own life, often having to wear many different hats, which can be extremely overwhelming. We strive to use education and engagement to help every person we encounter charge their lightbulb to reach their life goals and dreams.
-"The People's Planner"
YOUR ADVISOR
My name is Q, Founder & CERTIFIED FINANCIAL PLANNER of The CLEVER Group, a Louisiana based Financial Planning & Investment Management firm.
We provide on-going financial planning & investment management for Young Professionals primarily; Athletes, Attorneys, & Growth-Minded Entrepreneurs in order to remove one less hat, so you can focus on the things you enjoy most!
As a Next Generation, CERTIFIED FINANCIAL PLANNER™, I️ understand the challenges we face as we navigate towards our success, & I'm on an insane mission to help guide many Young Professionals to ensure they are on the perfect path to reach their goals.
As a former Track Athlete & alumnus from LSU (2019), I️ know how difficult it is to trust "financial advisors". I'm dedicated to educating athletes on the options they can take in pursuit of their financial goals.
And as an Entrepreneur myself, I know firsthand that building a business can be challenging, and managing your finances can make it more overwhelming. My passion is building relationships and creating roadmaps for the pioneers of our future.
I'm very big on family as I'm blessed to have them, my close friends and colleagues, and other supporters to encourage me to progress.
- "The People's Planner"
*PS I'm also an avid chess player, just in case....♟️♟️
QUINTARIUS QUEEN, CFP®
FOUNDER | CERTIFIED FINANCIAL PLANNER™
CHIEF VIBES OFFICER
Tel: 985-713-2243
Email: qqueen@theclevergroup.org
Next Steps:
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Check out our Services & Fees
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Learn more about Who We Are
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Connect with our Social Media
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Check out our YP Podcast
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