Become a Client
Put yourself on the right path to fulfilling your goals by partnering with Laurus Financial Group. Your relationship with us will be based on mutual trust and open communication as we seek to provide the excellent service you require.
Simply Contact Us to schedule a no-obligation consultation. Our initial meeting will focus on you, your family and your goals and aspirations. You’ll have an opportunity to interview us and find out how our services and approach may help you pursue your financial goals. Together, we will determine if we are a good fit for each other. We respect the confidentiality of all information discussed or documents reviewed.
To ensure we spend our time together wisely and efficiently for your benefit, we encourage you bring the following information and documents to our initial meeting, as applicable:
- Date(s) of birth (for you, your spouse and children)
- Social Security numbers (for you, your spouse and children)
- Names of children
- Most recent tax return
- Social Security statements or estimates
- Estate planning documents
- Retirement plan information – 401(k), IRA, 403(b)
- Most recent investment and savings statements
- Brokerage, mutual fund and annuity account statements
- Debt, mortgage, credit card, auto loan, interest rates and payment amounts
- Life insurance statements
- Real estate values
- Addresses of various residences
We look forward to meeting with you and discussing the many ways we can help simplify your financial life.
Contact Us to schedule a no-obligation consultation.