Jimmy Long is the founder and president of Long Financial Services, LLC. With over 35 years experience, he has counseled thousands of clients on a range of financial matters including planning for a secure retirement, protecting against long term care expenses, and leaving a legacy through sound estate planning, all while minimizing taxes both during life and at death. As both a financial advisor and a board certified estate planning attorney, Jimmy is able to offer a well rounded planning experience by addressing financial, legal, and tax issues as part of one coordinated plan.

Born and raised in Natchitoches, Louisiana, Jimmy attended Louisiana State University in Baton Rouge where he received his BA in 1986. He went on to receive his JD from the Loyola University College of Law in New Orleans in 1990. That same year, he passed the Louisiana bar exam and was admitted to practice, in all Louisiana state and federal courts.

Jimmy entered the financial industry in 2003, and has helped his clients successfully navigate their financial lives with his income first approach to financial planning. Without a reliable retirement income plan, clients can become consumed with fear and worry, a long term care event can become an unrecoverable financial disaster, and the estate plan may completely fall apart. Jimmy’s approach recognizes the necessity of addressing the client’s lifetime income needs and protecting against excessive risk in retirement as the cornerstone of the client’s financial plan.

In additional to his law license, Jimmy holds a Series 65 investment advisor representative license, as well as life, health, and annuity insurance licenses in various states.

Jimmy lives in his hometown of Natchitoches, with his wife, Dr. Mary Long, who practices internal medicine. Together, they have three daughters, and greatly value spending time together as a family. Jimmy is an avid runner with a passion for travel and history. He firmly believes in serving others, and is an active member of his church and community.