691 Bryan Street
PASSION * PATIENT * PROFICIENT
In the world of finance, the effects of the "confidence gap" can be especially apparent.
When Markets React
It May Be Time for a Financial Checkup
Welcome to our Web site, where you will find a wealth of information in the form of newsletter articles, calculators, and research reports.
Laura is passionate about helping individuals and families protect and accumulate wealth. As a CERTIFIED FINANCIAL PLANNER™ (CFP), she helps educate her clients about the basic concepts of financial planning. Her UNBIASED process includes discussing client's goals, determining personalized strategies, and implementing programs in the area of risk management and wealth accumulation. She seeks to maximize gains while offering a measure of preservation of assets on the downside.
Laura hopes your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. She has created this Website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, she hopes you see the value of working with a skilled professional to pursue your financial goals. Be sure to add our site to your list of "favorites" in your Internet browser. She frequently updates the information, and she wouldn't want you to miss any developments in the area of personal finance.
"The investor of today does not profit from yesterday's growth."
- Warren Buffet
Our professionals are ready to evaluate and support all your potential investments.
Years of experience have prepared us to guide you through life's transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.