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My Process

Welcome to my independent, fee-based financial planning practice offering a complete suite of solutions to meet your needs.

I am experienced in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore the website and the wealth of information it offers. Through personalized, hands-on service I educate my clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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

Watch Complimentary Retirement Video Especially for State of Florida Educators.  

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Financial Planning

If you want to be more organized and connected to your financial life, a financial plan can be critical.

 

Gain insight into whether you are saving enough for your future and how you are invested.

 

Get started on a strong financial footing with a financial plan today.

Retirement Planning

Are you on track for the retirement you envision? 

 

I am experienced in the variety of retirement plan options and each plan's nuances as well as sequencing the order of drawing from your portfolio.

 

I can help you evaluate your current plan(s) to see if they align with your goals and make recommendations to help optimize your savings.

 

Here are 5 reasons why you should consider working with me to create a retirement income plan:

  1. Focus goals in retirement and how you will pay for them
  2. Address your concerns and expectations for retirement
  3. Identify things that could pose a threat to your retirement and manage them
  4. Feel more educated, confident and in control of your financial future
  5. To help you navigate the complexity of financially moving into retirement

Wealth Management

I have tailored strategies to meet your needs as you accumulate more wealth.

 

You can uncover opportunities to streamline your investment strategy by analyzing your multiple portfolios.

 

I also coordinate with other professionals, such as estate attorneys and accountants, so you can experience a holistic, team approach to managing your finances.

As a CERTIFIED FINANCIAL PLANNER® and Certified Wealth Strategist, I take a holistic approach to your circumstances. Here is more information about the designations I've earned…

 

CFP® Certification:

The CERTIFIED FINANCIAL PLANNER® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board's Code of Ethics and Standards of Conduct requires CFP® professionals to act in their clients' best interests. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest.

 

CWS Designation:

A Certified Wealth Strategist® (CWS) helps their clients craft strategies to meet their financial goals by connecting the context of the client's situation and aspirations to the best solution for them. This focused designation provides a practice management framework designed to serve high net worth clients both comprehensively and in a highly compelling way.


I specialize in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore the website. Through personalized, hands-on service I help take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Let's start your retirement story today.

CONTACT ME

For more information about my practice and the suite of services I offer, send me a quick email or call my office. I would welcome the opportunity to speak with you.

laurathompson@gwnsecurities.com   |  (321) 414-8936

 

“The art and science of asking questions is the source of all knowledge.”  

- Thomas Berger