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At LaPorte Financial, we strive for a "high touch" level of service, and our approach adds a broader perspective to all we do and provides enhanced benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Saving for college or other financial goals
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

We can help you create an approach that is designed to address your individual situation.


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If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."