Broker Check

We Work for You

"We will work with you to provide strategies and solutions to prepare for your future. By preparing for the good and the bad, you don’t have to react to the daily market fluctuations."

homeblock-img04Financial Independence: Guidance toward your goals.
Financial wellbeing comes from hard work and diligent planning. That is why we work closely with our clients to understand their financial goals and to educate our clients on making choices that will help them achieve their life dreams. Our team brings a deep expertise of the principles necessary for financial success. We have relationships with attorneys and CPAs to plan for and solve comprehensive client financial situations.

Invest for your Future
Whether it is time for you to get started investing for your future or you have built your nest egg and are looking for income, we have a comprehensive platform of investment choices to help you meet your goals:

 

Investments
Mutual Funds
Variable and Fixed Annuities
Stocks and Bonds
Real Estate Investment Trusts

Retirement Savings Plans
401(k) and 403(b) Rollovers
IRAs (Roth & Traditional)

 

Leave a Legacy for the Next Generation
Few things are more important than family. At LaSalle, we work closely with our clients to develop retirement plans and wealth transfer plans built to last for the next generation. Through education and advisement, our focus is to help you create a meaningful legacy that passes down your vision for the next generation.

Financial Strategies for Business
The team at LaSalle has a long-term track record in helping business owners establish and maintain employer-sponsored retirement plans such as 401(k), SEPs, and SIMPLE plans. SIMPLE plans have no administrative or accounting fees. They allow employers and their staff the ability to save for retirement and defer paying taxes.