Broker Check

Welcome to Laura's Virtual Office - Drinking from the Fountain of Financial Vitality

I provide assistance in the following areas:


  • Mutual Funds
  • Brokerage Accounts
  • Exchange Traded Funds (ETF's)
  • Stocks
  • Annuities - Fixed and Variable
  • Market Value CD's
  • Traditional and Roth IRA's
  • 403(b)7 and 457 Deferred Compensation Plans
  • 401k Plans

Financial Planning

  • State of Florida Retirement Planning Strategies
  • Income Strategies - deciding the order in which to take distributions from multiple investments
  • Wealth Strategies
  • Retirement Planning
  • Social Security Optimization Strategies
  • Estate Planning


  • Life Insurance
  • Long Term Care Insurance