Laura MacDonnell
Categories
Finance & Insurance Financial & Investment Services Insurance Mortgage Banking
About
I'm dedicated to helping break the cycle of generational poverty by making financial planning easier to understand and act on. I work with individuals, families, and business owners to clarify their goals and build strategies designed to help achieve them.
I believe financial goals become more attainable when you have an accountability partner who understands the financial landscape and helps keep the plan moving forward. I never want you to fear outliving your income.
I'm especially proud to serve the community I grew up in, helping people protect what they've worked hard for, build and preserve wealth, and explore tax-efficient strategies for their future.
Additional Info
- Retirement Planning & Income Strategies
- Investment & Wealth-Building Strategies
- Tax-Efficient Financial Strategies
- Life & Disability Income Protection
- College & Family Planning
- Estate & Legacy Planning Coordination
- Business Owner & Employee Benefits
- Executive Bonus & Key Person Strategies
- Buy-Sell & Business Succession Planning
- Complimentary Financial Checkups
- Complimentary Last Will & Testament
- Complimentary Power of Attorney
- Complimentary Health Care & End-of-Life Directives
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