Laura Corbiani (CFP®)
Planning Specialties
I started my professional career in 2008, which turned out to be a great opportunity to become familiar with how painful economic recessions can be. Throughout my career, I have been presented with many difficult situations but I have trained myself to keep an outlook of positivity alongside resiliency. This benefits my clients as I have empathy for whatever phase they are currently going through. I work hard to make complex financial problems understandable as well as explain why each piece of a financial plan is in place. If you find yourself nearing retirement, please reach out to see how our approach can help.
Areas of specialty:
- Transition into retirement
- Tax-efficient distribution (income stream)
- Women
- High Net Worth clients
- Ongoing advice with investment management
Additional Information
Finances can be confusing, stressful and overwhelming. Hiring a financial advisor can feel the same way. Know that when you partner with myself and Midwest Capital Advisors, my job is to work in your best interest. I specialize in helping my clients understand how their finances work for them, and helping them transition their wealth into a tax-efficient income stream. My goal is to make clients feel comfortable with an open conversation about anything that is concerning them with their finances.
NAPFA Start Date
May 09, 2022