- (248) 963-7337
- marc@labadiefinancial.com
- Schedule Appointment
our process
labadie financial
Your expert to
your legacy.
Mutual trust is hard to achieve, but imperative to a long lasting relationship. When it is accomplished client’s ask questions to understand instead of questioning the advisors’ motives. From there the possibilities are endless.
1. Earn Trust
Being referred to us creates a sense of implied trust. We explore values to determine if a mutually beneficial relationship can be created.
2. Seek to Understand
Clearly defining your risk tolerance is at the forefront of creating a customized plan. We utilize behavioral and financial risk assessments to precisely match your feelings about risk to your portfolios actual risk.
3. Planning opportunities
Developing a customized plan that encompasses your goals and risk profile, presented in a concise manner, and monitored routinely to ensure we never lose sight of what’s most important to you.
Labadie Financial 2025 client survey results:
4.96/5 Effectiveness of Services
Rated 4.7 out of 5
4.96/5 Communication & Professionalism
Rated 4.7 out of 5
(248) 963-7337
Reach your desired retirement and financial goals.
- Give us a call at (248) 963-7337