Independent Financial Advisor
Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.
Financial Planning
We take a creative and comprehensive approach to planning focused on your distinct needs rather one-size fits all.
Planning is more than saving for retirement. It creates a foundation for why you’re investing which may include near term goals as well such as buying a home, starting a business, or saving because you enjoy travel. Discussing your goals validates them and helps to better understand the person you want to be both today and tomorrow.
Investment Management
Successful investment management starts with discipline.
Using a disciplined growth-and-income investing approach, we use independent analysis to select the most promising opportunities at any point in a market cycle. And unlike other advisors, we can explain to our clients exactly why their portfolio holds each specific investment.
Retirement Planning
Saving enough in order to live comfortably in your retirement should be the goal of every individual.
Let us help you to develop a retirement strategy and saving plan. If you already have a plan in place, we can review your plan and make adjustments to ensure that your current investments and allocation keep you on track to meet your financial needs during your retirement.
Education Funding
Let us help you explore your options and develop a plan to meet this very important goal.
Every parent understands the need to save money to cover the costs of a college education for a child, but not every parent understands the options available to them to fund such an important event in the child’s life
Estate Planning
Will your legacy unfold according to your wishes, and in a tax-efficient manner?
We’ve found that many of our clients have led such busy lives that they haven’t taken the time to adequately think about and prepare for their legacy. That’s why we discuss your estate plan and legacy as part of the financial planning process.
Small Business Solutions
Because we understand the ins and outs of different kinds of retirement plans, we are able to accurately match particular plans with your specific goals.
A well-chosen retirement plan is one of the most valuable benefits that business owners can provide--both to themselves and to their employees. We provide the guidance to help you choose a plan that will build and protect wealth most efficiently and cost-effectively.
Why choose us?
— Independent
— Client First Philosophy
— Fiduciary
— Fee Only
GET TO KNOW US
"Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service."
Meet your Mentor, Partner and Advisor
We are a fee-only independent investment advisory firm, which means that we do not provide any proprietary products. We recommend investment products to our clients based on the needs of the client and not based on potential commissions to be generated. In our capacity as a fiduciary, we always have your best interest at heart.
Since 2015, Laurel has been helping people just like you plan for and invest in their financial futures. She has a passion for offering customized service and attention to help you arrive at your goal on-time and within a budget that works for you. Her trustworthy and approachable personality has helped not only some of the region's most established families, but also divorcees, widows and others who may be navigating uncertain times in their lives. You can confidently manage your money no matter your situation, and Laurel is here to help by encouraging, coaching, mentoring and partnering with you to achieve your goals.
STRATEGIC ALLIANCES
