Jeffrey Lasky Financial Services, LLC
Our Services
Jeffrey S. Lasky is able to provide a full spectrum of financial services. These services are broad in scope ranging from investment and retirement planning to estate and business succession planning. These services are provided through:
GWN Securities, Inc. (Member FINRA & SIPC)
Provide investment services – the types of securities offered include mutual funds, variable annuities, stocks, bonds, etc.
Latitude Advisors, LLC
Provide written financial planning services on a fee basis
Access to fee based money management investment programs
Offer educational programs to companies to help their employees in various areas of financial planning either through group seminars or on an individual basis
Jeffrey is also an independent insurance agent licensed to offer all types of life, health and disability insurance.
The services we are able to offer include:
Personal Financial Services
Retirement Planning – Combining investment, cash flow and tax planning for a comfortable retirement.
IRAs and Rollovers
Tax Consequences of Lump-Sum Distribution
Investment Strategies for Retirement
Selecting a Pension Option at Retirement
Investment Planning – Meeting short and long term investment needs such as education funding, pension investing or basic wealth accumulation.
Mutual Funds
Fixed and Variable Annuities
Unit Investment Trusts
Individual Stocks and Bonds
Tax Planning – Helping clients reduce taxes.
Tax-Free and Tax Advantaged Investing
Innovative Ways to Reduce Income Taxes
Estate Planning – Helping clients plan for the distribution of their assets.
Planning to Minimize Expenses and Federal Estate Taxes
Strategic Use of Life Insurance in Estate Planning
Charitable Giving Strategies
Family Business Succession Plans
Risk Management – Protecting your family through the prudent use of insurance.
Life Insurance
Health Insurance
Disability Insurance
Long Term Health Care Insurance
Business Financial Services
Qualified retirement plans (pension, profit sharing, 401(k), 403(b), SIMPLE IRA and SEP IRA plans)
Investments for qualified retirement plans
Buy/sell protection for owners
Business succession plans
Deferred compensation plans
Cafeteria plans
Group and individual health insurance
Short and long term disability income protection
Key man protection for death or disability
Group and individual life insurance
Overhead expense protection