services
labadie financial
Wealth Management
Advice on how to put the pieces of your financial puzzle together is a core service that takes a tremendous amount of care and skill. When and where to retire, portfolio design, where to draw income from, and proper beneficiary designations, are just a few of the key aspects to managing your wealth.
Asset Management
A precise balance of Preservation, Growth, and Liquidity create your unique portfolio. Maintaining and adjusting that balance as life changes, provides successful outcomes. Careful attention to proper asset allocation, adjusted for your risk tolerance, while being mindful of tax implications and the expense to administer your plan is our mission.
Held Away Account Management
A unique and powerful tool we offer to allow us to provide expert advice, as a Fiduciary, on your accounts outside of our custody. “Held away” assets are often a very large part of our clients' portfolios (I.E. 401k plan) that we can provide ongoing asset management, in a compliant manner, using technology.
Wealth Accumulation
Your capacity and desire to save play a crucial role in your financial success. “How” you accumulate wealth is as unique as you are. Balancing your future goals with your current lifestyle and enjoyment help define a successful Wealth Accumulation plan. Incorporating employer and private strategies to maximize growth and minimize taxes are essential to success.
Ancillary Asset Management Services
Tax harvesting, portfolio rebalancing, structuring income, 3rd Party Manager selection: elaborate terms for work behind the scenes. These often overlooked or seldom mentioned services are the finishing touches to your customized plan.
To learn more about our services or to schedule a conversation, call us at (248)-963-7337
- Or give us a call at (248) 963-7337
