Client Services

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.

Investment Review

On a regular basis, your invested assets are reviewed to determine their continued suitability for your personal asset allocation plan.

Learn more about Balancing Your Portfolio.

Retirement Planning

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.

Learn more about our Divorce Financial Planning services.

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.