As you think about your financial future, you may feel that you are well positioned, but want to make sure. You may be planning for retirement. Or, you may be going through more difficult times such as the passing of your spouse or the challenge of divorce. These are all times when professional financial planning advice can help.
Our team offers thoughtful, objective financial and investment advice that is based in deep experience, exceptional credentials, and a dedication to your long-term well-being. Our approach is straightforward: we focus on becoming your partner in building the future you desire. As we work together, we will thoroughly explain the financial and investment strategies recommended so that you will be fully comfortable with all aspects of your selected strategies. Every recommendation we make will be focused on achieving the results you want. We will help you achieve your goals through individualized planning, sound cash flow and risk management planning, income and estate tax reduction, quality investment implementation, and proactive service.
Let us help you start shaping your financial future today.
- Expert, objective, caring financial planning and investment advice helps people make educated decisions, potentially increase their wealth, and be in control.
- Good investment advice is powerful. It can make a substantial difference in your situation.
- Advice that reduces income tax or estate tax or that helps protect you and your finances can be equally powerful and is a very important part of our work together.
- We are fully accountable for the work that we do, and seek to offer more value to those we serve than we receive.
- Each client must receive pleasing, caring, thoughtful counsel and service.
- We will seek to provide value, wisdom, and counsel in every meeting and conversation with you.
- We will seek to provide you very good investment advice that incorporates important tax, estate, cash flow, and protection planning opportunities.
- We will bring in professional specialists where this will provide you greater value and necessary expertise
- We will treat your situation and any information that you provide us with care and confidentiality.
Directions to our office
These directions will lead you to our offices reserved client parking spot.
Raymond James is a diversified financial services holding company serving individuals, corporations and municipalities throughout the U.S. and internationally. One of the first firms in the U.S. to focus on individual financial planning, Raymond James has consistently been ranked among the nation's top financial firms, most recently ranked highest in J.D. Power & Associates' 2008 Full-Service Investor Satisfaction Study*. For several years, Forbes.com has named Raymond James one of America’s Most Trustworthy Companies, and One of America’s Best Big Companies**.
Our affiliation with Raymond James offers you the best of two worlds. It gives us as independent financial advisors, the freedom and objectivity to work solely in your best interest, with no obligation to sell any specific companies’ investment products. And, it provides access to the vast technological, informational, and research capabilities of a national leader in investments and financial management.
*In July 2008, Raymond James ranked “Highest in Investor Satisfaction with Full Service Brokerage Firms” in the J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM. The results are a demonstration of the very high level of service we strive to achieve.
**In March 2008, Forbes magazine listed Raymond James as the only investment services firm among the large-cap and mid-cap companies in its 2008 ranking of “America‘s Most Trustworthy Companies.” The Forbes rankings are compiled by financial analytics company Audit Integrity after it assesses companies for the integrity of their operations.
Certified Public Accountant (CPA). CPA education and training is one the strongest financial backgrounds available in the financial planning field requiring challenging college level coursework, a rigorous examination, and work experience. As importantly, it emphasizes an ethical grounding in objective, client-centered advice.
Master in Business Taxation (MBT). Few financial advisors have obtained advanced training in tax planning. This education helps Laura and her team to identify tax reduction opportunities for clients.
Bachelor of Arts in Economics. Few financial advisors have obtained a degree in Economics. This education helps Laura and her team identify investment trends and opportunities for clients.
Personal Financial Specialist (PFS). The PFS credential is recognized by the Certified Financial Planner (CFP) Board of Standards as one of the few credentials that qualify financial planners. The CFP Board states, “The term “financial planner” is used by many financial professionals. Ask the planner what qualifies him to offer financial planning advice and whether he is recognized as a . . . CFP® or . . . PFS . . . . ”
The PFS is granted only to CPA’s who demonstrate specialized financial planning expertise through their work experience and who pass a comprehensive and rigorous personal financial planning examination. Importantly, the PFS credential binds the financial planner to the high ethical standards of the American Institute of Certified Public Accountants Code of Ethics.
Series 24 license. This license is granted to experienced investment professionals who pass a comprehensive securities examination. It authorizes Laura to supervise other investment professionals.
Series 7 securities license. This license is granted only after passage of a rigorous securities examination. It authorizes Laura to buy and sell securities on behalf of her clients.
Registered Investment Advisor. This license requires annual registration and reporting to the state of Minnesota.
Minnesota insurance license. This license authorizes Laura to consult on client insurance needs. Note: Laura and her team do not sell insurance as their mission is to provide objective advice.
Laura has also been recognized by her peers and the press for her expertise, wisdom, and caring. Please go the About Us section of this website for more information.