Get Started

Financial Planning Designed for Your Peace of Mind

    Do you have more than $500,000 in investable assets (excluding the value of your home)?*

    Are you pleased with the progress on your current financial plan?*

    Support for your financial journey

    Retirees

    The Challenge: Facing retirement unprepared and with limited resources, preventing you from enjoying your life.

    The Laguna Alternative: Building a plan to provide peace and confidence to help you survive and thrive in retirement.

    Professionals

    The Challenge: Making your hard-earned income and savings count and avoiding the chance of facing a poorly designed future .

    The Laguna Alternative: Developing strategies to help you experience a future that you have worked hard to earn and enjoy.

    Families

    The Challenge: Your costs continue to increase, impacting your resources and budget while hurting your ability to save for the future.

    The Laguna Alternative: Creating a structure around your savings and investment to help bring peace and confidence to you and those you love.

    Get Started

    Financial Planning designed for your peace and confidence.

    A financial plan is a roadmap; providing a strategy to give you peace and confidence that you’re on the path to meeting your objectives. Our goal is to tailor a plan that works best for you and your saving, spending, giving, and investing needs and requirements. And when things change due to the unpredictability of life, we will modify your financial plan to match your circumstances.

    Whether you want to retire early, support a younger generation or leave a legacy, you need a financial plan that aligns your current situation to meet your long term goals. We will work to create a plan that helps give you a clearer picture of where you stand and where you are heading. Once we have that plan in place, we’ll be by your side to guide you in how to follow that plan enabling you to live a life of freedom and flexibility.

    Get Started

    Our Approach

    We believe that a disciplined, structured approach to investing your monies will, over time, improve your chances of achieving the risk-adjusted returns that your investment goals require.

    From the time you begin accumulating wealth up until and through your retirement years, it’s more than likely you’ll experience one or more investment cycles – with ups and downs – in the capital markets. Because of the various stages you will find yourself in over the course of your life and because of the cycles of markets, financial planning is paramount. We believe there are essential steps to proper planning. They include:

    1. Define short-term and long-term goals

    2. Plan cash flows

    3. Assess investment risk tolerance

    4. Define an investment strategy

    5. Execute the plan and refine along the way

    At Laguna, we will design and implement both a financial plan and an investment strategy to not only help meet your long term goals but provide you peace and confidence throughout your journey.

    Get Started

    1

    SUBMIT A CLIENT PROFILE

    We get to know you and learn about your investment and financial situation

    2

    DISCUSS YOUR GOALS AND DEVELOP A PLAN

    We structure a plan for reaching your financial goals

    3

    IMPLEMENT YOUR PLAN WITH PEACE AND CONFIDENCE

    We oversee your plan and guide you throughout your life’s changes

    Get Started