I started my career in financial services shortly after college setting up IRA's and life insurance for my friends and family. My path took a couple of different twists and I returned to this field after the passing of my daughter about 10 years ago.
Through working with my clients, I began to notice that there were a few common problems that most people experienced in their planning. This led me to pursue more knowledge in the areas of limiting taxation, long term care/assisted living protection, limiting exposure to market losses, and maximizing retirement income.
While we operate as an independent agency, I have aligned my practice with a large nationwide network headed by some of the leading experts in our field. This allows me to undergo continuous training and always have a second opinion from a nationally recognized expert in whichever type of planning we work on.
I am a life long resident of NW Ohio, and have been in Perrysburg for the past 20 years. I attended St Francis de Sales High School and received a Bachelors Degree from Colby College in Waterville, ME. While at Colby, I was a member of the NCAA Hockey and Baseball teams.
Outside of work, I have been a hockey coach for 30 years, and also play in a couple of adult hockey leagues. Other than hockey, I enjoy training and learning Brazilian Jiu Jitsu, and especially love practicing with my son who is currently a student at University of Cincinnati and also trains in BJJ and Muay Thai.
Whether planning for retirement, protecting your family's or business financial future, we will help design a custom plan to fit your goals.
Life Insurance is a tool commonly used for protecting against loss of an income earner & paying funeral costs. We also use advanced Life Insurance strategies to pass wealth to the next generations and create a generational legacy.
We can help design a program to grow your retirement assets without market losses, limiting or eliminating taxes, and protection against long term care and assisted living costs.
Mon | 09:00 am – 09:00 pm | |
Tue | 09:00 am – 09:00 pm | |
Wed | 09:00 am – 09:00 pm | |
Thu | 09:00 am – 09:00 pm | |
Fri | By Appointment | |
Sat | By Appointment | |
Sun | By Appointment |
LaCourse Financial Solutions
Copyright © 2023 Jeff LaCourse - All Rights Reserved.
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