Lafayette Square Financial Advisors jobs and careers

About Lafayette Square Financial Advisors

At Lafayette Square, we are your coach, planner, and guide for the biggest financial decisions of your life—both at home and with your business. We build a financial plan customized to your goals then help you implement a strategy so you can feel confident about your financial decisions and what they mean for your future. Our services include - Investment Management: We either manage your portfolio directly or help you determine how to allocate your assets based on your risk tolerance and target return. - Risk Avoidance: We review your financial and personal situation for possible risk and develop recommendations to minimize your risk exposure. - Retirement Planning: Our retirement planning process models out your retirement roadmap based on your long term goals, concerns, and living needs. - Estate Planning: We'll advise you on how to prepare and execute your estate plan including bequest to heirs, estate tax settlement, and charitable donations. -Tax Strategy: Implementing a tax strategy means managing your cash flow and investment allocations to help minimize your tax liability both now and long term. Our first step is a complimentary discovery call where we get to know you and your unique situation. We’ll tell you about the planning process and how we will work together to build a financial strategy that works for you. Registered Representatives offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.