Financial Planning

Financial planning is a two-way street. When you become a client of Lassus Wherley, you are engaging us to develop a financial plan that will help you realize your financial and personal goals. You also are accepting the responsibility for defining what is important to you, what will make you happy, and what you need from us. Our interaction is the heart of a long-term relationship that will yield the results you seek.

We have refined our model by working with hundreds of clients over the last 30 years. Planning with Lassus Wherley starts with conversations about where you are today and where you hope to be in the future. With that information, we devise strategies to help you navigate the complexity of your financial life--improving your cash flow, getting prepared for retirement, optimizing your investments, minimizing your taxes, properly managing your financial risk through insurance, and developing an estate plan, if needed.

Your goals and objectives will drive the process. It's a process that can take a few months, but which sometimes takes significantly longer. The steps are as follows:

  • Learn about your situation and your goals.
  • Identify recommended actions for your consideration.
  • Discuss options with you and explain the costs and benefits of alternate courses of actions.
  • You decide how to proceed.
  • Implement the plan, with our assistance, as appropriate.
  • Meetings to review your goals, your situation, and your progress.
  • Recommend adjustments based on the review.

You can be confident that the advice you receive is unbiased and delivered with your best interests in mind at all times. Our promise is embodied in the Fiduciary Oath that we sign every year: We will exercise our best efforts to act in good faith and in the best interests of our clients. We do not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product.

The result: Peace of mind from knowing that you are making progress toward your goals.

Contact us for more information about Financial Planning.



A Long-Term Care Decision


A client received a notice regarding an increase in premium for long term care insurance. She asked if it was worth keeping the policy because the increase was substantial. We did an analysis of what she had paid into the policy, and projected future cost based on prior increases. We then called the insurance provider with a series of questions to assist the client in making a decision.  In the end, the premium was lowered and the client was very happy; so happy she brought the advisor flowers and a card to show her appreciation.

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