Financial & Investment Services

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Business Owners & Professionals

August 16, 2019 admin

Business Owners & Professionals

Protect your livelihood and your future.

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At Landeryou Financial, we provide a variety of services to simplify your life as a business owner or professional. From solutions to reduce your tax burden, protect your workers, or harmonize your personal and business strategies, we strive to protect your livelihood. Our one-stop-shop approach means that we can cover all of your financial planning needs, both personal and commercial. It’s faster and easier for you – there’s no need to coordinate between separate providers on your end!

From group investment plans to minimizing taxes, we’ve got you covered:

I appreciate the quality of service I receive from the Landeryous. They keep me informed and stay in touch, but don’t inundate me with useless advertising check-ins.

Stacey

Lawyer, client since 2013

Individuals & Families

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Individuals & Families

Protect your future and theirs.

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At Landeryou Financial, we provide a variety of services to meet your specific life stage. Our one-stop-shop approach means that we can cover all of your  financial needs and ensure that those pieces fit appropriately into your overall budget. It’s faster and easier for you – there’s no need to coordinate between separate providers on your end!

From saving for your first home to your children’s education, we’ve got you covered:

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

Retirees

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Retirees

You've worked hard, raised your kids, and are ready to enjoy your golden years. Now what?

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At Landeryou Financial we provide a variety of services that support your retirement goals. Creating a sustainable retirement income doesn’t happen by accident! We use discerning investment selection and tax-efficient strategies as part of a holistic retirement plan we develop for and deliver to our clients.

Whether you’re planning for retirement, recently retired, or wondering about estate planning, we’ve got you covered:

I 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

Client of over 25 years

Farmers

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Farmers

Protect your livelihood and your legacy.

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As a farmer you have a unique set of income and savings circumstances that your local bank representative may not understand. Leverage our 30+ years of experience advising farmers to your advantage, and get your investment needs met all in one place!

From insuring the farm to passing it down, we’ve got you covered:

I have known Tom for over 25 years and have been a client for more than 20 years. Tom has helped me navigate several market downturns and significant life changes, including the estate settlement of my late husband. He has always been there for me and I trust him completely with all aspects of my financial affairs. Not only is he an attentive and proficient advisor in his own right, but he has built an exceptional family business to serve the next generation, which I’m proud to say my son, daughter in law, and grandchildren are a part of. I trust Tom with all my financial planning from goal setting to implementing those goals. I feel safe to say that thanks to Tom’s guidance I will never have to look for a job at McDonald’s!

Kate

Retired, client of over 20 years