Landeryou Financial offers a wide range of financial services for all stages of your life. Whether you are just beginning to think about your future or are nearing retirement, we can help you to make sense of the oftentimes overwhelming world of investing.
Did you know?
The value of an advisor is almost triple their fee.¹
Financial Services
We provide a variety of avenues to serve you better.
Financial Planning
More than just an evaluation of your financial state and risk tolerance, we take a holistic approach that includes identifying your values, needs, goals and life stage. Plans are personalized and fine tuned just for you.
Read moreRetirement Planning
We all have a picture in our minds of what our retirement years will entail. With Retirement Planning we take that dream and create a blueprint to make it a reality.
Read moreEstate Planning
Do your children have the tools and knowledge to manage their inheritance when you’re gone? What happens to the business when you retire? What about the family farm? Estate Planning gives you the answers.
Read moreTax Planning
Taxes are a fact of life, but there are a number of ways to reduce their burden while simultaneously maximizing your investment returns. Tax Planning ensures efficient use of your hard-earned money.
Read morePortfolio Analysis
Was your portfolio customized for your goals and values? Is it suited to your time frames and risk tolerance? We’ll take an in-depth look at your current financial plan and recommend how we can take you to the next level.
Read moreI was introduced to Tom many years ago by a co-worker whom I admire very much. Working with Tom has helped me retire early, every working persons dream! But I got so much more; I got a feeling of family and friendship. We discussed my goals and came up with a plan that works for us. He puts me at ease when the markets go crazy and answers all my questions with integrity, whether they seem silly or not. I am confident in his abilities and communication. I always recommend Tom to all my friends, as i want all my friends to be successful.
Joanne
Retired, client of over 25 years
I was referred to Tom by my sister whose husband is a retired financial planner and former colleague of Tom’s. While I’m very happy with my investment performance, it’s the level of service and personal touch that I’m most impressed with. Unlike the bank where I have to call to set up an appointment and may not see the same representative, I can call Tom directly and get advice right away, from buying a truck or just talking about the weather, he’s happy to chat. He is very responsive and provides excellent feedback, detailed explanations and advice whenever I need it. I’m very thankful to have an advisor that provides such personal service. I consider Tom not just an advisor but a friend as well.
Milt
Retired, client since 2011
The Choice is Clear.
We work for you.
Unlike the banks who want to put your money in their products, we have no vested interest in where your money goes other than to maximize your returns. That gives us more options and more flexibility.
It’s our reputation.
It’s our name on the door. We care about our clients and work hard to maintain a reputation of excellence in our community.
We’re accessible.
Enjoy all the benefits of a small firm: you won’t see a lot of turnover and will get to know and trust the whole gang pretty quickly. Your calls and emails will be returned ASAP rather than in 3-5 business days, and we’ll come to you for meetings if that makes your life easier.
We’ll meet you where you are.
We don’t set account minimums or only work with affluent clients. We want to help get you to affluence, no matter how far off that goal may be.
We work for you.
Unlike the banks who want to put your money in their products, we have no vested interest in where your money goes other than to maximize your returns. That gives us more options and more flexibility.
It’s our reputation.
It’s our name on the door. We care about our clients and work hard to maintain a reputation of excellence in our community.
We’re accessible.
Enjoy all the benefits of a small firm: you won’t see a lot of turnover and will get to know and trust the whole gang pretty quickly. Your calls and emails will be returned ASAP rather than in 3-5 business days, and we’ll come to you for meetings if that makes your life easier.
We’ll meet you where you are.
We don’t set account minimums or only work with affluent clients. We want to help get you to affluence, no matter how far off that goal may be.
Ready to get started? Let’s chat!
We offer a free 30-minute consultation. We’ll review your situation, assess your needs, and outline your options.
