Laidlaw Financial is a locally owned, fee for service, financial services firm with a practice focus on family financial transitions such as retirement, separation, and estate.
On a regular basis, your invested assets are reviewed to determine their continued suitability for your personal asset allocation plan.
Balancing your Portfolio
As a new client, your existing financial picture will be reviewed in depth. Your assets, your future plans, tax issues, estate needs and insurance will be analyzed. We will prepare a report with recommendations to ensure your plans are achievable, set targets and actions for your future.
Divorce Financial Planning
This service is provided to couples, individuals and Family Law Practitioners needing independent unbiased financial planning.
Estate Financial Planning
Laidlaw Financial works with our clients to prepare a strategy to transfer and preserve wealth in an orderly manner. Your personalized plan will minimize both estate taxes and the tax burden to your heirs.