Our clients

Who We Serve



We work primarily with retirees, those five years from retirement into five to ten years post-retirement. 

What We Solve For


Helping to answer the questions

 "When should I retire?"

"What would be the long term impact if I retired right now? "

"How do I avoid running out of money in my lifetime? "

"What are a few tax-advantaged strategies for withdrawing my money?"

"What are tax-advantaged strategies of investing my money?"

Ongoing Support


 Once you've been on-boarded as a client we walk you through your long term plans. We are just a phone call away. There's no 1-800 number to call. You have access to our direct line. 

We touch base a few times a year to make sure you are happy and things are going as planned as well as an annual meeting to review the specifics and performance of the investment. 

About Us


Jessica M. Champion, RICP

Jessica joined her father David in  2017. She began her financial career with MetLife, where she developed personalized plans and solutions for young professionals in the financial field. She graduated Magna Cum Laude with a Master’s of Science in Teaching from Le Moyne College. Jessica’s role as wealth manager is to provide clients with comprehensive financial planning and investment management services, allowing them to make prudent, well-informed decisions about their financial future. She has personal experience with international student travel, 401K planning, Traditional and Roth IRA setup and strategies, as well as life insurance and is a Retirement Income Certified Professional.  She resides in Chittenango with her husband, four children, dog and two cats


David A. Lasda

 Dave is a financial consultant who brings over twenty years of experience. Dave has a strong insurance background, serving as past President of the Syracuse Association of Insurance and Financial Advisors, Inc. After graduating from LeMoyne College with a degree in Industrial Relations, Dave served in the US Army. He is also the former Town Councilman for the Town of Onondaga and former Onondaga County Legislator. He and his wife, Maureen, have three children and reside in Camillus. David is a baby boomer with personal experience dealing with Social Security, Medicare, long-term care, and assisted living facilities.