Congratulations on making the decision to take control of your future! Please use the form at the bottom of this page to contact one of our Financial Advisors (insert link). There is no charge for an initial consultation.
- What to Expect at the initial consultation
At the first meeting, the advisor will get to know you better but more importantly your current financial situation. The advisor will then be able to explain the variety of services we offer and how they can meet your specific need. Please click here (insert link to Personal Financial Assessment form) to fill out some information that will help the advisor understand your financial situation prior to the meeting in order to prepare appropriately
- After the initial consultation
If you find that the services we offer match your specific need, the advisor will then schedule a time where you can meet to develop your financial plan.
1. Why choose Laeteon
We provide a unique blend of services that are useful to all individuals at any level. Whether you would like advice on your personal situation or your business, we are a one stop shop for all your financial needs. Because the services we provide are tailor made to specific situations, we develop a personal relationship with our clients that extends beyond our corporate world. We will help you work towards your dreams, and if you are not clear what these are, we’ll help you define them.
Since our services are tailored to specific needs, the scope of services you require will determine what you pay. Your initial consultation is complimentary.
At this meeting, your advisor will focus on understanding your needs as well as answer any questions you may have about our services and explain the related fees.