Zach Laake

Laake Advisors was started so that we can provide a new type of financial advice to our clients. We bring together really getting to know our clients and their families with the new virtual world. The majority of our interactions with our clients are virtual and we are 100% paperless.

We start by providing anyone interested in working with us a complimentary consultation. From there we discuss if/how our services would fit within you and your family’s situation and with your lifetime goals.

• We have a 15-minute phone call to discuss what you are looking for and provide a brief introduction of who we are and if we would be a good fit.
• Next, we schedule a 30-minute zoom meeting to discuss in more detail how we can help you achieve your goals.

While you're in your peak earning years, it's important to develop positive financial habits that seek to lay a strong foundation for your savings.

Whether you’re new to investing, established in your career, or planning to retire, we’ll work with you to develop a financial plan that aims to help you manage your money.

As a parent, you're not only pursuing your own aspirations, but guiding your children towards their own success as well. That's why starting a savings plan early is considered vital in pursuing the college education your child deserves; especially as tuition rates continue to rise.

From establishing a 529 plan, to researching financial aid options and grants, we can help you examine college investment options to build a personalized portfolio that considers your financial goals, risk tolerance, and timeline.

You’ve worked hard in your career, and are ready for relaxation and celebration. However, the transition from a career and steady paycheck to living on the wealth you’ve accumulated can be filled with uncertainty.

Together, we’ll develop a plan that helps you accumulate wealth while you’re still working, and aid your transition to a fixed retirement income.

Between managing employees, building client relationships, and maintaining the quality of your products or services, growing a business is a demanding task. 

It’s easy to be swept up in the day-to-day management of your business and lose sight of financial planning considerations that may lead to growth. We can help create a financial foundation that aims to care for your key employees and executives and reduce the impact of an unexpected loss.

When it’s time to pass the torch and leave your business, we’ll be here to plan your business succession and exit strategy to help ease the transition into life after work.