Services

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.

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.

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.

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.

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.

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.