top of page
Jason Headshot No Background.png
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!

Jason LaBarge


We believe retirement planning is part art and part science. Here's how we make it happen.

Money isn't the only thing that determines a happy retirement. Our More Than Just Money Planning Process was designed to help you enjoy a retirement that's truly holistic in wealth, mind and spirit.


To create a successful plan, we need to learn your goals and what a successful retirement means to you. We won't move forward until we fully understand your unique situation and relationship with money.


If we agree to work together on your future, we'll craft your customized strategy. Here's where we lay the groundwork for retirement and elevate life's biggest financial decisions in pursuit of your goals.


With your approval, we'll put your holistic financial strategy in motion. Our goal? To help make your wealth work for you- so you can get closer to realizing the retirement you've worked so hard to achieve.

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.

Thanks for submitting! We will reach out to you shortly to schedule your consultation.

bottom of page