Skip to main content

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: 

  • Retirement Planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
  • Retirement Plan Administration - Our detailed plan analysis helps employers provide better investment options while lowering a plan's costs..Unlike most "reps", we take an active role as fiduciaries. As fiduciaries we apply the highest standards of care available as defined by the Department of Labor. Plan sponsors typically hire their advisers with the expectation that the advice will be free of conflicts of interest. Only acting as fiduciaries, however, will these advisers will be held to the same legal standard of care without those conflicts of interest. Acting as fiduciaries, our plans receive only that "highest standard of care". 
  • Tax Management - Looking for ways to help reduce your current and future tax burden. Our clients benefit greatly when their taxes and finances are fully aligned, so as a part of our suite of services at LasSalle Financial and with McGregor Shaffer, our accountants are ready to help you prepare your taxes and ensure you pay only what is necessary.
  • Estate Planning - Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  • Risk Management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
  • Investment Planning - Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
  • Portfolio Management - We provide custom portfolios aimed at client objectives while implementing our proprietary "Advance and Protect" strategies. this approach can significantly reduce delines in stocks, ETF's or mutual funds while still participating in positive market movements.