It doesn't matter what your level of wealth is-whether you're just starting out or planning for retirement. We can help you to pursue your goals by creating a comprehensive plan for your financial future. Please call one of our financial consultants today to get started: 814-445-4588. Our representatives have more than 20 years of financial services experience.
We offer a vast array of products to design an investment program for you-your own personal road map! Our philosophy on the road to financial success is that you need to be an informed, educated consumer and investor. We believe in the same kind of preparation before you get ready to invest. Always seek out help from qualified people who have been down this road before.
We offer a vast array of products to design an investment program for you-your own personal road map! Our philosophy on the road to financial success is that you need to be an informed, educated consumer and investor. We believe in the same kind of preparation before you get ready to invest. Always seek out help from qualified people who have been down this road before.
Services
As a firm, Laurel Highlands Financial Services takes pride in our local community, and we sponsor a number of different civic organizations. We believe that everyone, with a little help, can create his or own financial road map. So, once you decide to see us, you've already taken the first step in gaining control of your financial destiny.
No matter what your level of wealth, working with your Financial Professional can help you pursue your goals. Together, you'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature.
Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance. In today's world, there are common needs and desires people seek to accomplish.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
Risk management is intended to minimize financial and other losses potentially associated with risks to your assets, business, or health. Some examples of risk are personal and professional liability, business ownership, property loss, and catastrophic illness or disability. Your first line of defense is to identify your sources of risk and then to either avoid or minimize the major exposures.
Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. While decisions are rarely made solely on their tax impact, you should have a working knowledge of the income or estate tax issues and costs involved. A major goal of tax planning is minimizing federal income tax liability.
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