Laurel Wealth Planning Information

Laurel Wealth Planning is a full-service, fee-only firm. This means we guard clients’ financial interests and goals at all times. We are a sounding board and voice of reason, freeing clients to live the lives they want. Giving sound, objective financial advice takes experience in investments and tax management. But, even more than that, it takes a holistic approach. We connect all aspects of a client’s financial life in ways that add meaning and value. Our clients are at the heart of their own wealth management plans. Many of our clients are women with substantial financial resources, whether single, married, widowed or divorced. We often help clients navigate life transitions, such as a change in marital status or a transition to retirement and financial independence. Our financial advisors boil down the complexities of investments, tax reduction and other money management strategies and handle the details. This empowers clients to make the big decisions that are right for them. Learn more at laurelwealthplanning.com/how-we-help or call us at (952) 854-6250.