Russ LaPoint
AEP®, CFP®, ChFC®, CAP®, FIC, WMCP®
"The two most important days of your life are the day you are born, and the day you find out why." - Mark Twain
State(s) Licensed: FL, IL, MN, MO, ND, SC, WI
2902 S Wisconsin Ave
Rice Lake, WI 54868
"The two most important days of your life are the day you are born, and the day you find out why." - Mark Twain
State(s) Licensed: FL, IL, MN, MO, ND, SC, WI
Let's put your plans in motion
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.
For a complimentary strategy session, contact my office or use the following link to reserve a time: Book a meeting with Russ
Dedicated Planning Services
Our refined 5-step planning process can help bring clarity and comfort to your financial plan.
The Steps:
1. Organize
2. Visualize
3. Prioritize
4. Strategize
5. Optimize
Our Vision:
Having confidence in your financial goals is invaluable. What we've learned is that for every financial decision our clients make, there is a purpose behind it. Our vision will key in on your purpose.
When you meet with our team, conversations will revolve around: FAMILY, OCCUPATION, RECREATION, MONEY, GOALS
Our Process:
While different clients will have different goals, we believe that the most efficient path traveled to meet these goals has always been very similar. This has led us to refine our 5-step planning process to help provide clarity, comfort, and direction to our clients. In each step along the path, we build on your purpose to create a financial plan tailored for you.
When you meet with our team, conversations will revolve around: FAMILY, OCCUPATION, RECREATION, MONEY, GOALS
Our Process:
While different clients will have different goals, we believe that the most efficient path traveled to meet these goals has always been very similar. This has led us to refine our 5-Step planning process in order to help provide clarity, comfort, and direction to our clients. In each step along the path, we build on your purpose to create a financial plan tailored for you.
College Financial Aid Planning
Manage the stress of college selection and help make the right financial choice with 5 KEY STEPS:
- Understand how much colleges think you can afford.
- Know how much your family can afford.
- Find the schools that will give you the most money, regardless of your income.
- Understand your total out-of-pocket college costs.
- Strategize and learn how to cover the funding gaps.
Contact us today to learn more about our college financial aid planning services and to receive a FREE Savvy Parents’ Guide to Cutting College Costs.
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Location
Rice Lake Office
- Phone:
- 715-234-2834