In observance of Thanksgiving Day, The Cecilian Bank is closed today, Thursday, November 28, and will reopen on Friday, November 29. For your banking convenience, our Online Banking, Mobile Banking App and ATMs are available all day, every day!
In observance of Thanksgiving Day, The Cecilian Bank is closed today, Thursday, November 28, and will reopen on Friday, November 29. For your banking convenience, our Online Banking, Mobile Banking App and ATMs are available all day, every day!
Discover your financial potential with Owen LaRue Financial Group. Schedule a consultation with Billy Cann today to discuss your financial objectives, assess your risk tolerance, and explore how we can collaborate to build a successful investment strategy tailored to achieve your financial goals.
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Schedule your consultation today!
*Investments and insurance products with Owen LaRue LLC are not FDIC insured through The Cecilian Bank and do not carry a bank guarantee, and the principal invested may lose value. Investment advice is offered through Owen LaRue LLC, a registered investment advisor. Insurance products are offered through individual licensed insurance agents.
How will your wealth be distributed after your death?
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out, even if you are unable to communicate. It can even designate someone to manage your financial affairs if you cannot.
Together, we can create an estate strategy tailored to your specific needs.
Are you protected from unexpected expenses?
A sound insurance strategy can help protect your family from the financial consequences of life’s events. A strategy can include personal insurance, liability insurance, and life insurance.
Let us help you create an insurance strategy that may include personal, liability, and life insurance.
What is your investment strategy?
Investing should be easy—just buy low and sell high—but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
We can introduce these principles and strategies, which can help you avoid some of the pitfalls that snare some investors.
Do you have the funds to support your lifestyle?
Lifestyle matters look at balancing work and leisure, making smart choices for the future, and many other items to help an individual “enjoy the journey.”
We can help you create a life map that includes a close review of personal finances and an assessment of other building blocks.
How does your money work for you?
One key to a sound financial strategy is spending less than you take in and finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going and knowing where to put your excess cash to work.
Let us help you formulate a plan that makes your money work for you.
Where will your retirement money come from?
If you’re like most people, qualified retirement plans, Social Security, personal savings, and investments are expected to play a role. We can estimate how much money you may need for retirement by closely examining your potential retirement income sources.
Let us help you estimate the amount of money you may need for retirement with a sound approach by closely examining your potential retirement income sources.
How do your taxes impact your finances?
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
Let us help prioritize your family’s income with a tax strategy that can potentially help you better manage your overall tax situation.
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Business Owner in his shop
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