10 East Courtney Street
Financial 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.
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 TrustsRetirement Savings Plans 401(k) and 403(b) Rollovers IRAs (Roth & Traditional)
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.
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.