Lasda Champion
Wealth Management

Lasda Champion Wealth ManagementLasda Champion Wealth ManagementLasda Champion Wealth Management

  • What We Do
  • Who We Serve
  • Costs and Value
  • Our Team
  • More
    • What We Do
    • Who We Serve
    • Costs and Value
    • Our Team

Lasda Champion
Wealth Management

Lasda Champion Wealth ManagementLasda Champion Wealth ManagementLasda Champion Wealth Management
  • What We Do
  • Who We Serve
  • Costs and Value
  • Our Team

Virtual and In-Person

Retirement Planning for People over 40

Retirement Planning for People over 40 Retirement Planning for People over 40 Retirement Planning for People over 40
Start Now for Free

Areas of service

Values Based Retirement Planning

Values Based Retirement Planning

Values Based Retirement Planning

Your values come first in our planning. 

Retirement Income

Values Based Retirement Planning

Values Based Retirement Planning

How are we going to create a retirement paycheck on which you can rely?

How to create a retirement income on which you can rely? 

Investment Management

Values Based Retirement Planning

Investment Management

What kind of accounts should you use? What kind of stocks, bonds, ETFs, mutual funds or annuities will help you get there?

Tax Planning

Insurance Coverage

Investment Management

CPAs tend to focus on the past. You can't change that.

We focus on the present. Our custom strategies help to alter your future tax bill.

Social Security

Insurance Coverage

Insurance Coverage

When do you take social security and how can you maximize the amount? Do you claim yours or your spo

When do you take social security? How can you maximize the amount? Do you claim yours or your spouses? 

Insurance Coverage

Insurance Coverage

Insurance Coverage

What types of insurance do you have? Are you overpaying or underinsured?  What risks are you still exposed to?

process

Making & Working Toward Goals

I start by getting to know you.  You lead the conversation by telling me why you contacted us, what you are interested in achieving and how you think we can help you.  

Building Strong Futures

 We discuss your current circumstances and your ideal situation in the next five to ten years. After reviewing your existing insurance policies, investments, tax returns, and estate planning documents, we discuss different strategies you could take to meet those goals we just discussed.   

Client Community

If you believe we are a good fit for each other and are invited to join our client community we move on to the implementation phase of our relationship. 

Contact Us

Drop us a line!

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Better yet, see us in person!

We love our clients . Make an appointment to see us in person. 

Lasda Champion Wealth Management

305 Bialek Way, Chittenango, NY 13037

Phone (315) 254-8463 Fax (315-400-0934 Email Jessica@LasdaChampion.com

Hours

Mon

09:00 am – 05:00 pm

Tue

09:00 am – 05:00 pm

Wed

09:00 am – 05:00 pm

Thu

09:00 am – 05:00 pm

Fri

09:00 am – 05:00 pm

Sat

By Appointment

Sun

Closed

   

Securities and advisory services offered through Independent Financial Group, LLC (IFG). Member FINRA/SIPC. Lasda Champion Wealth Management and IFG are unaffiliated entities.

Licensed to sell securities in the following states: FL, LA, MA, MD, ME, NY, RI, SC, VA.

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

 Check the background of this firm on FINRA's BrokerCheck. 


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