Through Eagle Strategies, Charles Bombet II, CFP® provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an “Investment Adviser” and is an indirect, wholly owned subsidiary of New York Life Insurance Company.
The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Charles Bombet II, CFP® can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.
Charles Bombet, CFP® and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 10/15/2020.)
The Bombet Company LLC provides individuals and families with innovative, cutting-edge products and services to help them grow, protect, and conserve their wealth through all stages in life. Taking into account your needs, goals, and tolerance for risk, we will work with you to bring clarity to what you want to achieve and how to get there. Some of our key services are detailed below.
Here at The Bombet Company LLC, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives. Some of our key services are detailed below.
Eagle Strategies LLC is a Registered Investment Adviser and an indirect, wholly owned subsidiary of New York Life, and is a provider of holistic investment advisory and financial planning services. Our financial advisors leverage Eagle’s sophisticated wealth management platform, comprised of many of today’s leading investment managers, to design customized investment solutions to help address our clients’ unique investment objectives and risk tolerance levels. The breadth and investment knowledge of our Financial Advisors, coupled with Eagle’s diverse team of investment experts, allows them to provide the continuous financial guidance needed to help clients achieve long-term financial success.
All investment advisory services are offered through Eagle Strategies LLC, a registered investment adviser. All investments involve risk, including the potential loss of principal.
The team at The Bombet Company LLC are trained professionals who can help you identify your financial needs and then determine which financial and insurance products can best help you meet your objectives. Some of the products we often use to serve the needs of our clients include:
Many people think that life insurance is only for people with families. While it’s true that life insurance can help provide for the needs of dependents, life insurance also can be an important part of a well-thought-out estate, business succession, or charitable giving plan. And permanent life insurance offers many living benefits as well, such as tax-deferred cash value accumulation. For all of these reasons, life insurance can be important for someone starting out—or for someone who's starting over.
An annuity is a unique financial vehicle designed to help you accumulate money for your retirement and/or turn a lump sum into a guaranteed stream of income payments. Deferred annuities offer the advantage of tax deferral and can be used to accumulate money for retirement. Income annuities are used to generate a stream of income payments that are guaranteed to last for as long as you need them to—even for the rest of your life.* Some of the different types of annuities are:
My name is Charles Bombet. I am the founder of The Bombet Company LLC.
I am passionate about helping people identify and execute optimal financial strategies which free them to fully experience life’s best moments.
I began my career in 1988 with The New York Life Insurance Company as an agent, and later became affiliated with NYLIFE Securities LLC as a registered representative. I then pursued and successfully completed the requirements to become a Certified Financial Planner® professional. The principals and best practices of the financial planning process serve to guide our methods in working with clients to deliver optimal results.
I am affiliated as an investment advisor representative with Eagle Strategies LLC, a registered investment advisor and subsidiary of New York Life Insurance Company.
I am married to Carolyn Picard Bombet who works here at The Bombet Company as Managing Director. We have two daughters and two granddaughters. I have served on the board and as president of The Financial Planning Association of Baton Rouge and am a former Kiwanis Club president. I have also served on the boards of the Jewish Federation of Greater Baton Rouge and Beth Shalom Synagogue and am a member of the Estate and Business Planning Council of Baton Rouge, the Society of Financial Services Professionals, and the National Association of Insurance and Financial Advisors.
Carolyn and I most enjoy spending time with family and traveling, especially to the mountains. I am an aviation enthusiast, pilot, and aircraft owner.
I bring to The Bombet Company over two decades of program and project management experience from a compliance based, legislated industry. As Managing Director of the group, my primary focus is providing the highest level of customer care and satisfaction, while ensuring day to day operations run smoothly.
Having experienced a career in Louisiana Public and Environmental Health, I believe I will always have a passion for promoting the best our state has to offer. I remain commissioned with the U.S. Food and Drug Administration, licensed in the state of Louisiana with the Louisiana State Board of Licensing for Sanitarians and I currently serve as President of the Louisiana Environmental Health Association.
I support St. Jude Children’s Research Hospital, Together We Rise foster care initiative, and St. Vincent De Paul shelter and food services. My greatest joy in life revolves around my faith, my husband Charles, my children, and granddaughter. Family and friends are the spice of my life!
