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labadie financial
financial services

A well-crafted financial plan is only as good as its contingency plan. A foundation of basic estate planning documents and insurance plans create a solid foundation to build from.

Life, Disability, and Long-Term Care Insurance

Protecting your loved ones and their livelihood from the unforeseen is a key element to a wholistic plan. A proper needs analysis to determine the amounts and types of insurance plans needed to solidify your plan are essential.

Estate Plan Coordination

Ensuring your Estate Plan and Financial Plan coordinate is key to an orderly transition if an unforeseen event occurs. Aligning beneficiary designations and charitable desires with your assets gives clarity to those who execute your wishes.

Annuity Analysis & Consultation

Arguably one of the most used yet misunderstood financial services products today. The careful determination if an annuity enhances your plan, is where we begin. From there, the type, the provider, and the funding can be developed.

Social Security & Pension Analysis

Arguably two of the most important decisions for retirees. In most cases irrevocable decisions. The proper selection is paramount to building a base of guaranteed income. Evaluating all options available to you is crucial in creating your customized plan.

Legacy
Planning

It is our firm belief that you leave behind a greater legacy than just your financial assets. An orderly transition of the financial assets you have can leave a legacy of comfort, generosity, and hope for others. Whether it be family or charity, our legacy is preserving yours.

Long
Term-Care

In order to protect your legacy plan we have created, we must design a contingency plan for unforeseen care needs. A Long-Term Care plan helps to protect your legacy.

Income
Planning

Social Security and Pensions created a sustainable income for many in past generations. With Pensions all but eliminated from the workplace we will design your sources of sustainable income to support your lifestyle goals.
To learn more about our services or to schedule a conversation, call us at (248)-963-7337
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Marc Labadie is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC. Labadie Financial is a separate entity and not affiliated with CoreCap Advisors. The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Labadie Financial.

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