Thank you to our clients.
We sincerely appreciate your continued trust and partnership with us. Your support means the world.
Laura Addington: Money.com’s top 80 Financial planners
We’ve been named one of Money.com’s Top 80 Financial Planners of 2024. This honor is a proud reflection of the trust our clients place in us every day, and it belongs to you just as much as it does to us!
Top 80 Financial planners
Money.com conducted a survey of more than 1,000 financial planners to select the top 80, each recognized for their exceptional qualifications, trustworthiness, services, and customer service. Utilize the table below and other search options to help you find a professional to assist with your financial planning needs.
We take pride in educating our clients, providing empathetic and transparent recommendations that will help you pursue your goals and reach your milestones.
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Retirement
Creating a strategy to ensure you have enough funds to maintain your desired lifestyle during retirement. It includes analyzing your current financial situation, estimating future expenses, determining retirement income sources (such as pensions, Social Security, and investments), and developing an investment plan to help you achieve your retirement goals.
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Tax
We aim to minimize your tax liability by using various strategies and taking advantage of available deductions, credits, and exemptions. It involves analyzing your income, investments, and expenses to optimize your tax situation. This may include strategies like tax-efficient investing, retirement account contributions, charitable giving, and more.
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Education
We focus on saving and investing for educational expenses, such as college tuition. It helps individuals and parents establish education savings goals, choose appropriate savings vehicles (like 529 plans or education IRAs), and develop strategies to maximize the growth and tax advantages of these investments.
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Estate
We create a plan to manage your assets and distribute them according to your wishes after your death.
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Risk Management
Identify potential risks that could negatively impact your financial well-being and implementing strategies to mitigate those risks
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Social Security
Provide education on the implications of Social Security benefits and help you optimize your claiming strategy to maximize your lifetime benefits.
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