Fee-only Financial Planning

Getting your financial life organized is important, and it can lead to a wonderful sense of well-being!   At Lassus Wherley & Associates, you lead a team of professionals who navigate the complex subjects of cash flow, retirement, investments, stock options, tax, risk management, and estate issues.  With your goals and objectives driving the process, the team identifies recommended actions for your consideration. When the various actions are implemented, you will have the peace of mind that comes with knowing that you are making progress toward your goals.

Assembling a financial planning team involves special choices.  When you choose Lassus Wherley & Associates, you understand the importance of the independence that fee-only planning provides.  We do not sell products, or receive commissions or other compensation from third parties, which could bias recommendations.  We are compensated only by you, our client.

When you choose to initiate the planning process, you choose to accept the responsibility for defining what is important to you, what will make you happy and what you need.  Making the commitment is a choice to invest the time that it takes for us to get to know you and your circumstances.  Selecting the final recommendations means choosing the alternatives that are right for you.  Planning is a process for coping with a continually changing environment where the changes are both within and outside your control.   

Financial planning is about understanding the environment and the choices that you must make to take control of your future.  The process involves:

·        Review and analysis of your goals and needs

·        Determination of investment returns needed, risk tolerance and personal issues assessment

·        Analysis of your risk management and estate preservation needs

·        Comparisons of strategies, methods and opportunities

·        Customized recommendations for changes you should consider

·        Educational information to assure that you understand your choices

·        Meetings to discuss plan data, changes and updates

• Investment Management
• Tax Preparation
• Family Office Capabilities