Our Services

Jeffrey S. Lasky is able to provide a full spectrum of financial services. These services are broad in scope ranging from investment and retirement planning to estate and business succession planning. These services are provided through:

GWN Securities, Inc. (Member FINRA & SIPC)

  • Provide investment services – the types of securities offered include mutual funds, variable annuities, stocks, bonds, etc.

Latitude Advisors, LLC

  • Provide written financial planning services on a fee basis
  • Access to fee based money management investment programs
  • Offer educational programs to companies to help their employees in various areas of financial planning either through group seminars or on an individual basis

Jeffrey is also an independent insurance agent licensed to offer all types of life, health and disability insurance.

The services we are able to offer include:

Personal Financial Services

Retirement Planning – Combining investment, cash flow and tax planning for a comfortable retirement.

  •  IRAs and Rollovers
  •  Tax Consequences of Lump-Sum Distribution
  •  Investment Strategies for Retirement
  •  Selecting a Pension Option at Retirement

Investment Planning – Meeting short and long term investment needs such as education funding, pension investing or basic wealth accumulation.

  •  Mutual Funds
  •  Fixed and Variable Annuities
  •  Unit Investment Trusts
  •  Individual Stocks and Bonds

Tax Planning – Helping clients reduce taxes.

  • Tax-Free and Tax Advantaged Investing
  • Innovative Ways to Reduce Income Taxes

Estate Planning – Helping clients plan for the distribution of their assets.

  • Planning to Minimize Expenses and Federal Estate Taxes
  • Strategic Use of Life Insurance in Estate Planning
  • Charitable Giving Strategies
  • Family Business Succession Plans

Risk Management – Protecting your family through the prudent use of insurance.

  • Life Insurance
  • Health Insurance
  • Disability Insurance
  • Long Term Health Care Insurance

Business Financial Services

  • Qualified retirement plans (pension, profit sharing, 401(k), 403(b), SIMPLE IRA and SEP IRA plans)
  • Investments for qualified retirement plans
  • Buy/sell protection for owners
  • Business succession plans
  • Deferred compensation plans
  • Cafeteria plans
  • Group and individual health insurance
  • Short and long term disability income protection
  • Key man protection for death or disability
  • Group and individual life insurance
  • Overhead expense protection