How Fiduciary Advisors Help

You-Infographic.jpg

Investing is not just about tax reduction, or knowing when to buy or hold. Investing is about being holistic: looking at all aspects of your financial life and connecting them in powerful ways. It’s about truly knowing and understanding you. Your life, your dreams, your goals. It’s about using financial tools well.

That’s the reason we keep our pool of asset management clients just that: manageable. We are not a one-size-fits-all firm. We work best with clients who have some complicated financial issues. As a CPA, Laura Kuntz is familiar with not only the tax consequences of investment strategies, but is called upon for advice about complex issues like irrevocable or family trusts, high net worth divorces and family wealth preservation. In addition, many LWP clients have blended families or other concerns that require a high level of emotional intelligence. LWP is where the emotional, social and logistical issues of money meet in one comfortable place.

We are a firm of fee-only fiduciary advisors, which means we are legally bound to work in your best interest. You can count on us to guide you, with your goals and preferences at the core of our advice.

At Laurel Wealth Planning, our focus is on providing you with a sense of freedom and confidence in your financial future. We work to simplify your life by maintaining oversight of your complete financial and investment picture and collaborating closely with your tax advisor, attorney or accountant. Together we can proactively bring strategies to your attention and make your investments as fruitful as possible.