At Lafayette Square, we are your coach, planner, and guide for the biggest financial decisions of your life—both at home and with your business. We build a financial plan customized to your goals then help you implement a strategy so you can feel confident about your financial decisions and what they mean for your future. Our services include - Investment Management: We either manage your portfolio directly or help you determine how to allocate your assets based on your risk tolerance and target return. - Risk Avoidance: We review your financial and personal situation for possible risk and develop recommendations to minimize your risk exposure. - Retirement Planning: Our retirement planning process models out your retirement roadmap based on your long term goals, concerns, and living needs. - Estate Planning: We'll advise you on how to prepare and execute your estate plan including bequest to heirs, estate tax settlement, and charitable donations. -Tax Strategy: Implementing a tax strategy means managing your cash flow and investment allocations to help minimize your tax liability both now and long term. Our first step is a complimentary discovery call where we get to know you and your unique situation. We’ll tell you about the planning process and how we will work together to build a financial strategy that works for you. Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
