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.

By appointment, friends and family are invited to come and sit with me for a cup of coffee and a second opinion. I will ask you briefly to outline your financial goals. Then, I will review some recommendations for you (and with you) at no cost.

If I think your plan will continue to be well suited to your long term goals, I will gladly tell you so, and send you on your way.

If, on the other hand, I think some of your plan no longer fits with your goals, I will explain why in plain English. And, if you like, I will recommend some alternatives.

Either way, the coffee is on me.

To schedule an appointment, feel free to call us at (630) 445-1429 x 3.