La Bri Group Information

Wealth Management by Design The La Bri Group is a referral-only, independent financial services firm based in Brookfield, Wisconsin. Our depth of analysis combined with a design-first approach yields unmatched results for a selective set of individual and professional clients nationwide. For Individual Clients Our complete design approach to wealth management begins with defining objectives and portfolio review, addresses retirement income planning and risk management, and considers estate planning and transfer. Innovative use of traditional vehicles and an appropriate blend of alternative investments, such as energy projects or real estate investment, translates design into results. For Professional and Corporate Clients Our areas of expertise for professionals and their firms include development and coordination of qualified retirement plans, including profit sharing, 401K, and pension plans. Through effective design, organizations can address critical issues in key executive compensation and retirement planning, while careful consideration is given to the interplay of professional and personal objectives. Contact us at 262.717.9610 for further information. Securities offered through First Allied Securities, Inc. Member FINRA/SIPC Advisory services offered through First Allied Advisory Services, Inc. Specialties Portfolio assessment, risk protection, qualified plans, non-qualified plans, alternative investments, estate planning, trusts and life insurance