get to knowour firm
Located in Columbia, Missouri, we specialize in providing financial planning services and investment advice to individuals and families. We also provide a variety of financial retirement plans and educational programs for employers, groups, and organizations. LaBrunerie Financial recognizes the significant degree of discretion and confidence that is involved in the advisor-client relationship, as this is a personal relationship based on trust and accountability. We create this level of trustworthiness through our financial performance and client service that is responsive and true to its commitments. All of this is accomplished in a professional environment, where the highest standards of integrity, objectivity, and self-empowerment thrive. In this environment and through the disciplined actions of our team, we will strive to produce results in service that will allow you to build and preserve your family’s wealth. Because we implement the same investment and financial strategies for our own capital, you can be certain our interests are aligned with yours.
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Here’s what we offer…
• Investment portfolio reviews and recommendations
• Ongoing investment management
• Insurance and long-term care needs evaluation
• Tax Sheltering
• Retirement planning and income management strategies
• Educational financial planning presentations and seminars
Financial goals include…
• Minimizing the effects of inflation
• Creating and preserving personal wealth
• Reducing tax liability
• Reducing the risk of financially devastating events
• Fostering peace of mind through proper planning
• Ensuring retirement income
• Maximizing estate transfer to children
• Planning for college costs
• Active stock trading
• Lower overall financial risk
Building Enduring Client Relationships
We focus our activity on making excellent financial decisions and communicating to our clients. Through our written performance reports and consistent financial analysis, you will receive a report card of your financial progress. In addition, our personal reviews will provide articulate and timely feedback on the financial markets and strategies for your individual capital. Initially, we must understand where you financially are today, where you want to be in the years to come, and also develop an understanding of your attitudes towards risk, return, and investing. During this phase, we will take an inventory of your current and future financial resources, establish your family’s financial goals, and assess your investing temperament. All of these factors will be the foundation of your ultimate investment allocation.
Once we have established where you want to be and how best to get you there, we’ll implement your investment plan to include the appropriate asset classes, money managers, and specific securities to create an integrated portfolio. To accommodate market volatility and any changes in your life, we will employ an ongoing and systematic review process to monitor your investment portfolio, as well as the financial markets. In doing so, we can plan ahead and efficiently make the necessary adjustments to your personal portfolio plan.