LA Wealth Management

Our mission & offerings

Partnering with you

Mission Statement

Our mission at LA Wealth Management is to help guide and serve you with a high level of integrity through each stage in your financial journey. We’re here to give sound advice, and peace of mind so you can be confident about your path, and spend more time focusing on your own dreams and passions. 

Let’s be clear, Services only come after planning. Based on your goals, we will find the right solutions for you.

 

College Planning

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As parents, we want to give our children every educational opportunity in life. However, it's no secret that college tuition is very expensive. At LA Wealth Management, we know there are several options that every college-bound family should be utilizing to make these opportunities possible. We offer the following services to make planning for college an easier and more attainable experience:

  • Qualified Tuition Programs offer a tax-incentivized way to save for college tuition with flexible giving options and tax-free treatment

  • UGMA/UTMA accounts

  • ESA Coverdell Education savings accounts

Retirement planning

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You have dreams for your future, but how much is enough to make them a reality? While you are putting in the hard work, we want to make sure you are setting yourself up for your ideal retirement. Our job is to help you determine which investments to choose, how much risk is involved and if those investments line up with your values. 

  • Value/ Faith based investment strategies

  • (ESG) Environmental, socially responsible and Governance focused investments

  • Employer Stock Options and RSUs

Small Business Retirement Planning: With benefits ranging from tax deductions to employee incentives, Laurie offers help navigating the world of pension planning, group 401k, SEP and SIMPLE IRAs.

 

insurance

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With over 40 insurance carriers to shop from and varying types on top of that, which is the right type of insurance for you?

While carefully considering each client’s unique needs and budget, we will work with you to make sure you have the right amount and duration of coverage for your family, without having to sacrifice the other areas of your financial picture.

  • Term 10,20, 30

long-term care

& LEGACY PLANNING

After a lifetime of careful planning and saving, how can you leave a legacy for your children and grandchildren in the most simple and tax-efficient manner? As a trusted Certified Financial Planner, Laurie can help you fund your trust with life insurance, lifetime gifts, and make sure that your wishes are followed.

Types of long-term care products include:

  • Stand alone long-term care

  • Life insurance with long-term care riders, and

  • long-term care annuities

 

Get in touch

Are you ready to start planning for your future? We would love to connect with you and begin the journey toward achieving your financial goals.