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The essence of who I am and what I do comes to life through the experience I deliver to my clients.

My Mission

My Mission… is to help Floridians retire smoothly from the State while using my resources as a Certified Financial Planner™, Certified Wealth Strategist and National Social Security Advisor to help you achieve the retirement you envision. 

How Am I Different? 

By collaborating with you on a Retirement and/or Income Plan designed to capture all of the moving parts, I help to ensure that your retirement is customized using the appropriate blend of art and science. This can result in the comfort of knowing that no shell has been left unturned to deliver a sound plan. As a CFP™, CWS and NSSA, I offer a vast menu of services specially crafted to streamline retirement for State employees. Working virtually and face to face, I deliver advanced retirement and investment strategies.

My commitment is to utilize my resources and experience to help you pursue your retirement goals.

I believe in thinking “outside of the box” and I am not afraid to challenge conventional wisdom in my approach to investing and preserving wealth. All of my energy, commitment, and efforts are focused on you, the client, and your satisfaction.

To Laura Thompson, living well means living with a sense of authenticity, a sense of security, and the freedom to pursue a dream.

It means going to the Keys to tarpon fish and scuba dive, enjoying a stroll along St. Augustine's historic St. George Street or actively working to help make her community a better place.

It means practicing yoga and spending time with her horses and her family.

It means having fun and having a meaningful life.

As a CERTIFIED FINANCIAL PLANNER®, Laura helps people plan to realize dreams of their own. She advises a select clientele - State of Florida employees - who want to sustain or enhance their lifestyle in an active retirement.

Laura, too, has lived an active life. She grew up in Northern Virginia, swimming competitively for over a decade; to this day, she loves the water and anything that has to do with the beach.

After graduating from the University of Florida with a degree in Public Relations, Laura looked for a career that would allow her to help people in a direct and meaningful way. Financial planning meant more than just numbers; it meant collaborating with families to fulfill dreams. She helps great minds craft purposeful financial futures...

Laura is an active member of the Financial Planning Association (FPA), the Florida Association of School Administrators (FASA), and Altrusa International of Lake City, Florida.

Members of the Financial Planning Association meet with State Senator David Simmons.

Learn "How to Potentially Increase Your Retirement Income and Avoid Running Out of Money in Retirement"...