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3001 Aloma Avenue
Suite 106
Winter Park, FL 32792

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LaForest Wealth Management

(407) 951-7324

 

LaForest Wealth Management

LaForest Wealth Management

President

(407) 951-7324
dlaforest@nextfinancial.com

LaForest Wealth Management offers independent and comprehensive financial, retirement, and estate planning services with one focus, YOU-THE CLIENT.

There are several advantages of working with an independent adviser. 

  1. We work for the client and not a firm. Meaning that we do not have to meet investment product sales quotas or focus on any one proprietary firm product. 
  2. A deep and personal relationship is developed when finding solutions that are closely aligned with the needs and objectives that you are trying to achieve. We take pride in the personal relationships we have with our clients.
  3. Listening to your needs and being available when you need us. We are here for you.
  4. Getting complete advice. We have the ability to deal with every aspect of retirement. Your investments are only a piece of the puzzle. We offer a complete solution.
  5. Understand what you are paying for. Many of your solutions are fee based on a percentage of your assets. The fee structure is easy to understand and gives us the incentive to grow your assets-when you succeed, we succeed.
  6. All investment solutions are designed with the client's needs, time horizon, and risk tolerances.

We are dedicated to your success and protecting the ones you love.