WE PROVIDE SOLUTIONS THAT GUARANTEE INCOME FOR LIFE
SCOTT LAROCHELLE
VISION &
PRIORITIES
our vision is to empower individuals and families to achieve financial security and peace of mind through comprehensive retirement, long-term care, and estate planning. Our top priority is to provide personalized, strategic advice that aligns with our clients' unique goals and values. We are committed to building lasting relationships based on trust, transparency, and a deep understanding of each client's financial needs, ensuring a secure and prosperous future for generations to come.
01
RETIREMENT PLANNING
Retirement planning is essential to ensure you can maintain your lifestyle and achieve your financial goals after you stop working. Our retirement planning services are designed to help you create a customized plan that aligns with your aspirations.
02
LONG-TERM CARE PLANNING
Long-term care planning is crucial to protect your assets and ensure you receive the necessary care without burdening your family. Our comprehensive long-term care solutions provide peace of mind by safeguarding your financial future. We help you understand your options and select the right long-term care insurance to cover potential expenses.
03
ESTATE PLANNING
Estate planning is about more than just distributing your assets; it's about preserving your legacy and ensuring your loved ones are taken care of. Our estate planning services offer personalized strategies to minimize estate taxes, reduce probate costs, and ensure your wishes are honored. We assist with the creation of wills, trusts, and other essential documents to secure your estate.
.webp)
MEET
SCOTT LAROCHELLE
Scott L. LaRochelle is a consummate professional with decades of meaningful experience and powerful associations. As an industry authority he is well regarded by his clients, colleagues, peers and the organizations he collaborates with; which include some of the world's largest companies.
He proudly delivers service and confidentiality to the business owners, families, professionals and clients with whom he consults; meeting and exceeding their high expectations. Offering an industrious and celebrated approach to Estate Planning, Inheritance, Business Continuity, Retirement, Asset and Wealth Protection.
Mr. LaRochelle is both a mentor and a coach who is delighted to serve his community through the good works of Shriners International, Rotary, The National Kidney Association and several other meritorious non-profits through which he is involved. His family is his most important asset.
He believes knowledge is the foundation for all success and continually seeks new ways to advance his industry insights.
Additional information, certifications, professional designations, positions, history, and references available upon request.
THE BEST WAY TO PREDICT THE FUTURE IS TO CREATE IT
Get Your Customized Retirement Profile
Statistics that Highlight the Importance of Financial Planning
Understanding the need for comprehensive financial planning is crucial. Here are some key statistics that demonstrate why retirement, long-term care, and estate planning should be top priorities:
According to the Employee Benefit Research Institute, only 40% of workers have tried to calculate how much they need to save for a comfortable retirement.
40%
The average retirement savings for individuals aged 55-64 is approximately $120,000, far below the recommended amount needed to sustain retirement for 20-30 years.
120k
The U.S. Department of Health and Human Services reports that about 70% of individuals over the age of 65 will require some type of long-term care services during their lifetime.
70%
A Gallup poll found that only 44% of U.S. adults have a will, which can lead to prolonged and costly probate processes.
44%