Do you have worries and doubts about how to manage your money? You're not alone. Working with financial advisors at Laurel Wealth Planning can help you feel more confident about your choices. As a full-service, fee-only firm, we guard your financial interests and keep an eye on your goals at all times.
Consider us your sounding board and voice of reason, freeing you to live the life you want. We are your. We go the extra mile to help you make difficult decisions and create plans for wealth preservation, financial independence, tax reduction, investments, estate planning and more. In our relationship with you, we listen for the heart of the matter.
Consider us your sounding board and voice of reason, freeing you to live the life you want. We are your. We go the extra mile to help you make difficult decisions and create plans for wealth preservation, financial independence, tax reduction, investments, estate planning and more. In our relationship with you, we listen for the heart of the matter.
Services
Having been in service to our clients for more than 20 years, we know that the core of a financial planning/wealth management organization is its standards. Here are the values we articulated as a team. We help people live the lives they want, building long-term relationships based on a foundation of trust and confidence.
Laurel Wealth Planning is an independent, boutique firm with 21 years of experience serving clients. Here are some highlights along the journey as we've grown to become a team of eight serving more than 120 client groups. Laura Kuntz founded Laurel Wealth Planning to give clients objective advice, distinct from a focus on proprietary products.
We often help people through a significant life transition such as retirement, divorce, or the loss of a loved one. We serve as a voice of reason to help you sort through financial decisions. Because we help construct multi-faceted plans, we find that clients with $1.5 million or more in invested assets - or those rapidly accumulating toward that level - benefit the most from our experience.
Giving sound, objective financial advice takes experience in investments and tax management. But, even more than that, it takes a holistic approach. Following the six time-tested disciplines of the CFP Board, we look at all aspects of your financial life and connect them in ways that add meaning and value for you.
Just as we aim to give clear, straight-foward answers to our clients, we want to do the same for those who are considering a relationship with Laurel Wealth Planning. Below are questions we frequently get from potential clients. If you have a question we didn't answer, leave it in the box below! We consider all your investments, even those not with us, in your plan.
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Wendy
Dec 31, 2017
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