Laurel Wealth Planning
MONEY IS PERSONAL Laurel Wealth Planning services are designed to help clients who’ve created or inherited wealth and who have complex issues that benefit from financial and tax planning strategies. We often serve those experiencing a major life transition, such as retirement, divorce or loss of a loved one.
Your best interests are at the center of everything we do as we focus on your long-term financial well-being. Laurel Wealth Planning is a place where you can be comfortable sharing all your concerns and asking all your questions, feeling like you’re amongst friends.
In addition to managing your assets, we’ll help you integrate all aspects of your financial life: retirement, your budget, investing, insurance, and estate planning. Many clients use us as their financial “voice of reason,” helping to put numbers around choices from supporting the education of a child to buying a cabin. Having CFP’s and a CPA steeped in taxes and wealth management on your side, caring deeply about the outcome, helps put our clients’ money worries to rest.
EASY TO START We serve our retainer clients through investment management & comprehensive financial strategies. Some people begin with that service. Others prefer to start with a fee-based financial plan in order to develop a roadmap toward their goals and to see how we work together. All of our clients have successfully built a significant asset base but want the enhanced confidence the financial stewardship at Laurel Wealth Management can bring.
(Laurel Wealth Planning does not sell insurance, but does consult on it. We do not practice law or accountancy.)