Laura Rotter (BA, CFA, CFP®, MBA)
Laura Rotter focuses in the
following client markets or areas of practice:
- Charitable Giving
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Charitable Giving
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
You are a mid-life professional within a few years of a major life transition, perhaps a career change, retirement, or divorce. You are the financial decision maker, have accumulated a minimum of $500,000 of investable assets, and are looking for a professional partner to help you align your money with meaning. With my financial planning process, you'll be able to create a life, not just make a living, because you'll make financial decisions with your heart as well as your head Cash Management Planning How can I create a cash flow plan that allows me to enjoy life now while still working towards my vision and goals? Investment Management How can I use investment strategies to provide me with the financial resources I need to reach my life goals? Retirement Planning How can I build a foundation for independence and freedom to enjoy life as I get older? Risk Management Planning How can I protect myself and my family from unexpected obstacles or events that might take us off track from reaching our visions and goals? Estate Planning How can I communicate my wishes and provide peace of mind to my family if I become incapacitated or after I die? Tax Planning How can I be sure that none of the financial strategies we put in place for helping me to reach my vision and goals will trigger excessive tax liabilities that might take me off track?Additional Information
You are not the sum of your earnings, you are the sum of your yearnings. If you are looking for a guide to help you use your wealth to create more freedom and flexibility, you are in the right place.I am also affiliated with the Alliance of Comprehensive Planners ("ACP"), a not-for-profit community of fee-only financial planners that share the common philosophy of ongoing education, and use of a retainer model to best serve our clients and to assure that their goals are achieved.
NAPFA Start Date
June 01, 2017
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