I know that through leading an independent wealth management firm, I can offer my clients exactly what they need - personal attention. Laura is a well-known, go-to resource for national media outlets. Her expertise has been featured in industry magazines such as The Register and the International Association of Registered Financial Consultants.
She has been a guest contributor for CNBC, FOX Business, US News and World Report, and The Wall Street Journal. Receive an e-mail newsletter Friday on the relevant articles that will be beneficial for this stage of your financial life. Book a 15-minute session via phone or virtually to get answers, along with ideas on how to better protect your retirement and which strategies are working for others.
She has been a guest contributor for CNBC, FOX Business, US News and World Report, and The Wall Street Journal. Receive an e-mail newsletter Friday on the relevant articles that will be beneficial for this stage of your financial life. Book a 15-minute session via phone or virtually to get answers, along with ideas on how to better protect your retirement and which strategies are working for others.
Services
At LS Wealth, we oversee all aspects of your wealth to create a unified approach that reflects your goals. Guided by the strategies embodied in the LS Redefining Wealth Process, we build a retirement income plan that meets your needs for consistent retirement income, wealth preservation and growth and tax-savvy wealth and legacy planning.
It's not about the latest financial product, it's about solving your concerns and achieving your aspirations. Let's visit and chat about how we can help you build a total, all-inclusive wealth plan for you.
We work collaboratively with a team of CFP CERTIFIED FINANCIAL PLANNERS and practitioners, in-house investment advisors, Registered Financial Consultants as well as MBA-accredited case planners to build comprehensive financial and retirement income plans.Along with that, our experienced CPA team offers complete tax planning designed to reduce your tax bill and help you build more long-term wealth.
We work collaboratively with a team of CFP CERTIFIED FINANCIAL PLANNERS and practitioners, in-house investment advisors, Registered Financial Consultants as well as MBA-accredited case planners to build comprehensive financial and retirement income plans.Along with that, our experienced CPA team offers complete tax planning designed to reduce your tax bill and help you build more long-term wealth.
At LS Wealth, we oversee all aspects of your wealth to create a unified approach that reflects your goals. Guided by the strategies embodied in the LS Redefining Wealth Process, we build a retirement income plan that meets your needs for consistent retirement income, wealth preservation and growth and tax-savvy wealth and legacy planning.
Our approach is based on a variety of techniques designed to help minimize downside risk while providing competitive returns. Each strategy has its own methodology and rules. Because they are also uncorrelated, they provide true diversification, taking risk-managed investing to an even higher level.
We frequently work with engineers, contractors, teachers and many other bright minds who prefer to manage their own portfolios because they are so fee-conscious. They love details and spreadsheets. If this sounds like you, chances are you fall into the DIY (Do-It-Yourself) investor category. You make your own investment decisions and save money in the process.
Reviews (1)
Larry Sito
Dec 08, 2019
Report
