top of page
Request a Complimentary Consultation with Jason LaBarge
Thank you for your interest in meeting with me and learning more about what I can do to help you retire with more than just money.
Please complete the form below and we will be in contact with you within one business day to set up our no-obligation, complimentary consultation.
I look forward to meeting you!
Best,
Jason LaBarge
PERSONALIZED CARE ♦ HOLISTIC ♦ TRUST ♦ INTEGRITY & ACCOUNTABILITY ♦ CONFIDENCE & STABILITY
How to Start Working with Jason LaBarge
To give you an idea of how we like to work, here's the process every new client follows.
1
Schedule a complimentary no-obligation consultation, so you can meet Jason on the phone or virtually and get to know each other. You'll discuss your hopes and dreams for retirement, then we start creating a plan to get you on the path to pursuing them.
2
After meeting for the first time, we get to work! We take the information you have shared about your retirement accounts and goals and Jason creates a plan that he'll share with you at your second meeting. You'll discuss your thoughts on what he proposes and Jason can adjust his recommendations accordingly.
3
After you've had time to consider the information Jason shared, we'll schedule a third meeting where you can ask Jason any follow up questions you may have. We expect you to have questions! Jason will re-explain why he's recommending the products he's chosen and discuss your options, until you're satisfied that you have an ideal plan in place for you...then Jason's staff gets to work implementing the plan.
Complete the form below to get started!
We look forward to hearing from you!
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
bottom of page