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Services

Financial Planning

Financial Planning

Your financial plan forms the foundation for the financial services we provide. We’ll meet with you to discuss your individual needs, concerns, and goals, then form a tailored, actionable plan that strives to bridge the gap between where you are and where you want to be.

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Retirement Planning

Retirement Planning

Retirement is more than just no longer working; it’s a transition to a different way of living. Laurus Financial Group, LLC, helps you plan and prepare for your retirement, then provides the ongoing guidance and support you need to transition to your retirement years.

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Insurance

Insurance

Many times, unexpected life changes—like death, disability, and long-term care—can impact your financial planning. That’s why Laurus Financial Group offers insurance planning to fill the gaps other assets can’t cover.

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Education Planning

A college education is often one of the first major expenses—and major debts—that young adults face.
At Laurus Financial Group, we help parents and grandparents plan and save for your

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Investment Management

Investment Management

Despite what the “cookie-cutter” investment advice might make you think, there’s no single, correct way to invest. Your investments should support and build upon your individual financial plan, which is exactly what we do when we create a customized portfolio for every client.

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Tax Strategies

Tax Strategies

Effectively planning for your taxes can help reduce what you pay each year and have a large impact on your long-term financial goals. We specialize in utilizing tax-effective strategies to reduce taxes on your growing wealth, as well as your retirement income.

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Business Services

Business Services

Owning a small business significantly complicates your financial situation, from your tax planning to your retirement. We help business owners navigate these issues, including employer-sponsored benefits and business succession, to help you not only grow your business, but preserve one of your most valued income-producing assets.

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Learn How We Can Help You

Whatever your financial situation, whatever your goals for the future, Laurus Financial Group, LLC, has
the services, knowledge, and experience you need to feel secure in your finances. Contact us today to
schedule a consultation, and receive customized recommendations to help get you to your goals.

Schedule a Consultation