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PO Box 938, 2 W Oakland Ave., Ste 100, Oakland, FL 34760

(407) 395-9720
mike@laportefinancial.com
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Your Goals. 

Our Focus.

At LaPorte Financial, we strive for a "high touch" level of financial service. Our comprehensive approach includes retirement goal-setting, wealth management, business planning, tax reduction strategies, and more. Let's create a roadmap for success today! 

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Let Us Guide You

Have you started planning for your financial future? If not, the time to do so is now.
Our dedicated team at LaPorte Financial will work closely with you to determine what strategy best fits your goals. We will look at your timeline for retirement, your list of expenses, and create a roadmap that helps you save the money you need while still maintaining your current quality of life. Our plans are always comprehensive and we advocate for your needs, treat you like family, and always focus on simplifying those complex financial questions.

Our Services

Financial Planning<br/>Roadmap

Financial Planning
Roadmap

We look forward to being your trusted partner in helping craft a comprehensive plan for your future.

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Retirement Income<br/>Planning

Retirement Income
Planning

Developing a retirement income strategy is vital for success through your retirement years.

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Investment Management<br/>Strategies

Investment Management
Strategies

We strive to create effective long-term strategies with a goal of leaving you feeling more secure and ready for the future.

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Social Security<br/>Planning

Social Security
Planning

We will guide you through the social security planning process to maximize your benefit.

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Medicare &#38; Long-Term care

Medicare & Long-Term care

We help you build a strong foundation through Medicare and Long-Term Care planning.

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Relationships First

As your Advocate and Personal Financial Advisor, we strive to discover what is important to you and your family.

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Focused On Your Future

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.

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Comprehensive Strategies

Whatever your goals, we work to develop a Customized and Personalized Strategy that can work for you.

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Resources

Our goal is your success. Below are some resources to help you have a successful financial future.

Blog

Explore our newest articles that give insights for all stages of your life.

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Tax Resources

Review some of our tools to help you manage your taxes.

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LPL Research

Helpful documents provided by the LPL Research Team.

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Weekly Market Commentary

Stay up to date with current market trends to keep your investments on track.

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START PLANNING YOUR FINANCIAL FUTURE TODAY

Mike has earned the "Accredited Investment Fiduciary" Designation


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MDRT
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Our Resources
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