Our LocationJefferson City, MO
Financial Planners in Jefferson City, MO
At LaBrunerie Financial, our mission is to provide timely and unbiased financial advice to all of our clients, regardless of where they’re at in their life. As a team of investment professionals, we are constantly developing a deeper knowledge of the financial markets and thinking critically about how we can turn this knowledge into client success through profitable investments.
Our Financial Planning Services in Jefferson City
If you’re in need of a qualified, experienced and professional team of financial planners and analysts, LaBrunerie Financial is here to serve you. Our services include investment management, retirement planning, financial planning, annuities, employer sponsored plans, insurance, college savings plans and fiduciary accounts.
Whether you’re a seasoned professional or a beginner, the world of investments can be overwhelming. With so many options available, it can be hard to know which investment types is right for you. Our professionals will evaluate your goals, risk tolerance and preferences and recommend the best investments and investment strategies. Investment management includes the management of investments like mutual funds, bonds and equities, among others.
It’s never too early to begin planning for retirement. Retirement accounts come in many forms, so it’s important to know the pros and cons of each. LaBrunerie will assist your retirement planning and direct you to the right type of retirement account including traditional IRAs, Roth IRAs, SEP IRAs, Simple IRAs and 401(k)s.
As you move through stages of life and significant events, your financial needs and goals may change. LaBrunerie Financial can help you with different financial aspects of family planning, buying a home, changing professions, or inheritance. We’ll handle your needs with care, respect and discretion.
Our primary goal with managing client annuities is to provide our clients with the proper resources to enjoy annuity-based income for their lifetime. LaBrunerie Financial is knowledgeable and experienced with handling both fixed annuities and variable annuities.
If you’re looking for guidance on employer sponsored plans, or you’re looking to provide an employer sponsored plan for your employees, LaBrunerie can help. We provide guidance on accounts like 401(k)s, 403(b)s, 457s, 401(a)s, simple IRAs, and SEP IRAs.
It’s important to our team to protect you and your loved ones against the unforeseeable by providing advice and quotes for your insurance needs. We specialize in life insurance and long-term care needs.
Invest in the future of education with college savings plans. Whether it’s for the needs of your children or other relatives, LaBrunerie Financial will advise you on the benefits of each type of college savings plan and how to choose the best one for your needs. We’ll well versed in 529 plans, UGMAs, UTMAs, and ESAs.
Protect your family and your assets with a fiduciary account managed by LaBrunerie Financial. We’ll ensure your assets are being handled in the best possible way to deliver lasting results to those you love. Come talk to us about our UGMAs, UTMAs, and trusts.
About LaBrunerie Financial in Jefferson City
We’ve been in business for more than 50 years in mid-Missouri, and are passionate about achieving financial success for each of our clients. We pride ourselves on focusing on client relationships, educating all of our clients on how to make the best decision, and providing ongoing communication. Our guiding principles are integrity, objectivity and self-empowerment focused on building and preserving family wealth.
Jefferson City, MO
Mon-Thurs: 8:30am – 6pm
Fri: 8:30am – 5:30pm
Sat-Sun: By Appointment
Phone: (573) 449-5313
Toll Free: (800) 736-7460