PO Box 938,
2 W Oakland Ave., Ste 100,
We go the extra mile for your financial wellness.
At LaPorte Financial, we work as your advocate and follow a fiduciary standard 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.
At LaPorte Financial, we keep you as the focus of our operation.
OUR MISSION is to develop positive and meaningful relationships with you, focusing on YOUR LIFE and YOUR GOALS, and developing a plan to give you the confidence in reaching those financial and life goals.
We understand the challenges facing us all today. From managing debt to saving for college, retirement, and income in retirement, these personal financial areas can be overwhelming. We work to simplify the complex in today's financial world, and commit our time and resources on what we do best, so you can spend your time doing what you love.
YOUR LIFE. YOUR GOALS. OUR FOCUS.
Founder & Private Wealth Manager
LPL CFO Consultant