Preserve What Matters Most
Our principle-centered approach to financial and investment planning aims to help you preserve the things that matter most to you—your family, lifestyle, and future. We know that financial planning is rarely just about money; it’s about how that money can help you live a better, more fulfilling life. Our financial planning services keep this in mind and are aimed at helping you:
- Preserve and manage your assets
- Prepare for the unexpected
- Provide for your loved ones
- Plan for your legacy and philanthropic goals
At Laurus Financial Group, LLC, your goals are our goals, and your best interests are our number-one priority. Our team offers comprehensive financial advice and investment recommendations, with your performance as the primary goal.
A Team That Focuses on Building Trust
Here at Laurus Financial Group, LLC, we don’t believe in forcing our clients to fit into an existing portfolio or financial planning strategy. We make our strategies and services fit you—never the other way around. Our firm offers a comfortable, relaxed environment where we discuss your needs, so we can find the best strategies to help you work towards success. Our team doesn’t just advise; we listen, and strive to understand our clients so we can serve you well.
Many of our clients have been with us for years (or even decades), because we strive to place their interests before everything else. No matter how the market changes, or your goals shift, Laurus Financial Group, LLC, will continue to provide the support and guidance you need to navigate all stages of your financial journey.
Giving Back to the Community
We strive to make a positive impact in our community—not only by improving our clients’ lives through the work we do, but by partnering and volunteering with local organizations that make our city a better place to live in. Cory McDaniel helped to establish and serves as the Treasurer for The Giving Closet, a local charity focused on helping the lives of the hurting, homeless, and hungry in Clark County. He also volunteers with Santa’s Posse and Teach One to Lead One, a mentorship program offered in the local schools, and supports the local food bank.
As a part of our community, Laurus Financial Group, LLC, is committed to helping make Vancouver a more beautiful place to live.