The SECURE Act
We go the extra mile for your financial wellness.
At LaPorte Financial, we work as your advocate and fiduciary while developing strategies and services that may improve your situation and impact your family in a very meaningful way.
While keeping your goals at the heart of our practice, we develop friendly, positive, and meaningful relationships built on transparency, trust and confidence. Backed by the support and resources of LPL Financial, we operate as an independent firm.
With the capacity and knowledge to assist you in many areas of your life, from providing tailored advice to constructing personalized investments strategies, retirement plans, insurance solutions and more, we strive to be your go-to guide.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search the website, send an email regarding any questions you may have. We'll get back to you quickly with a thoughtful answer.
Our level of professional and personalized services are focused on achieving the best outcomes with you in mind.
We are an Independent Firm, and act as a fiduciary, with your best interests in mind.
Simplifying the complex, doing what we do best, so you can do what you love.
As your Advocate and Personal Financial Advisor, we strive to discover what is important to you and your family.
Your Life, Your Goals, Our Focus! We focus on you and your family, and believe that financial planning is more than a sprint... it is a disciplined, well run marathon.
Whatever your goals, we work to develop a Customized and Personalized Strategy that can work for you.