The Lavelle Group

The Lavelle Group is a financial services practice run by Kristin Lavelle and Patrick Lavelle, a mother-and-son team. Their work covers estate planning, retirement income, tax-free accounts, wealth preservation and Living Benefits, a newer form of life insurance that can pay out while the policyholder is still living if they face a critical illness, critical injury or chronic care need. Kristin focuses on individual and small business planning, and Patrick leads the firm's financial education.

The firm offers a free consultation to talk through goals before any plan is put together. It is part of Five Rings Financial, a nationwide company, and its office is at 75 Waneka Pkwy in Lafayette. The group also hosts Wine, Women & Wealth, a community for women who want to support each other around money, and Money 101 and other classes open to the public.