Financial Planning

As part of our comprehensive wealth management services, we offer our clients a Formal Financial Plan. We have three Certified Financial Planner™ Professionals within La Ferla Group to formulate a plan to help you achieve your financial objectives.

The Formal Financial Plan also serves as a comprehensive document of important information to be presented to your estate planning attorney to help complete your estate plan.

In addition, the Formal Financial Plan is a “checklist” for your surviving spouse and family in the event of death of a family member. We do not charge for this service if a client invests a total of $500,000 or more in one or more of our portfolio management investment advisory strategies.

Wealth Management Services
  • Retirement Planning
  • 529 Plans
  • Life Insurance
  • Fixed & Variable Annuities
  • Long Term Care
  • Mortgages
  • Lending

Start Planning Today for your Future