Cody LaPage Financial Advisor AIF®

Address

628 Maple Ave. Ste. 101
Saratoga Springs, NY 12866
United States

Website

https://charteroakfinancial.com/professional/cody-lapage/

Contact Person

Cody LaPage

Email Address

clapage@financialguide.com

Phone Number

(518) 871-1823

Services Provided

  • Business Planning Services
  • Estate and Retirement Planning
  • Insurance Broker
  • Other

Description of Services

Our firm specializes in helping individuals, businesses, and farms create a clear road map to achieve their financial and personal goals. Whether your goal is to grow the farm, pass the farm or business to a family member or to an outside buyer, or simply making sure your loved ones are taking care of we can help. Our process is simple: we meet with our clients to better understand their story from their perspective and use this information to create a written financial plan which will serve as a roadmap to guide them to their intended goal. 

Service Area

Statewide

Agriculture-Related Experience

Yes

Description of Agriculture-Related Experience

My family has worked in dairy and standard bred horse industry for over 50 years. Personally I own a small farm in northern New York which has black angus cattle and standard bred horses. I also have several clients who have farms themselves and or work in the industry.

How do you offer services?

  • By phone
  • By email
  • By video conference
  • In our office
  • At your location

Free or Discounted Rates

Yes

Description of Pro Bono or Discounted Rates

Our initial meeting is free. Until we better understand a clients situation we do not feel comfortable charging a fee until we know we can help them. Depending on the work we are completing some of our other services may be discounted.

Language Accessibility

Primarily English, but other languages such as Spanish can be provided through a translator for specific areas such as an employer retirement plan like a 401k or insurance.

Office Accessibility

Yes

Anti-Oppression Trainings Completed

Yes

Type of Anti-Oppression Trainings Completed

New York State sexual harassment training and 3 hours of continuing education on the topic of Diversity, Equity, and Inclusion as required by New York State for insurance professionals.

Additional Information

I have chosen to work with businesses and farmers because of the unique challenges they face. Being personally involved in agriculture I have seen some of these challenges first hand and how they have affected my family. Through my experiences from both agriculture and the type of work we do I believe we can help clients and farms avoid some of the struggles my family has faced. Lastly, to me their isn't a better feeling than helping the people who are responsible for providing or all us; that work day in and day out with little recognition.