Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
At Laurus Financial Group we consider ourselves financial architects whose goal is to develop the foundations upon which families and businesses can succeed throughout all stages of life. We consistently look to positively alter the lives of others. We achieve this through a dedicated and disciplined process of truly getting to know our clients and their families. Whether it be early retirement, creating a multi-generational legacy or having the power to make a lasting philanthropic mark, Laurus will be with you every step of the way. Our clients’ goals are as unique as their personal financial landscapes.
As an independent financial services practice with more than 67 years of collective experience, the financial advisors at Laurus Financial Group offers the flexibility, wisdom and objectivity required to tailor investment and growth strategies to help meet individual needs.
Our approach is holistic and grounded in the bedrock of financial planning. We dive deep, assessing your situation and working with CPAs, estate attorneys and other trusted advisors to ensure each piece of the puzzle works together to pursue your long-term objectives and build wealth over time.
1. Proudly independent, we advocate only for your interests, free from the pressure to push proprietary products.
2. As Chartered Financial Consultants, we remain up to date on best practices, current legislation and hold to the strictest ethical standards.
Learn more about services we provide or contact us to get started planning your financial future.
Doing what we love and watching families we care about reach their goals thanks to our hard work and dedication is a powerful and enjoyable experience for both us and our clients. Our passion shines; our empathy is clear; and it makes us as unique as each one of our clients. We do it because it’s in our DNA, and we want to pay it forward to other families and businesses in need of our services. At Laurus Financial Group we strive to educate and guide our clients toward financial independence with time-tested judgement and the utmost integrity. We build relationships that can stand the test of time.
Personal financial planning is all about communication, and this initial meeting – our “discovery process” – is where we take some time to learn about each other. We discuss what’s most important to you:family, community, hobbies or perhaps just your favorite foods. We’ll ask a lot of questions about what you’re feeling, what you’re worried about and what you’ve accomplished so far. We gather enough information at this meeting to provide you with a proposal for our services.
Once you have accepted our proposal, formal data gathering for your financial begins. Based on our introductory meeting and a detailed questionnaire you complete, we gauge where you are now relative to your life goals and consider what gaps exist.
The core of our process is Goals-Based Financial Planning. A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial situation. This will probably be our most important meeting. Together we identify your short-, intermediate- and long-term goals – both financial and non-financial. This, of course, is a dynamic process and will evolve over time. We continuously update your plan.
Next, we begin recommending specific strategies to help address each of your goals. This is a quiet time for you, and we use our team’s combined experiences and knowledge to put the most appropriate financial plan forward for you and your family.
By now, we are ready to present your financial plan. No, we will not hand you a big binder full of paper that you’ll never read again. We believe that since financial plans are quite dynamic, an interactive meeting using technology to present your plan and modify it in real time is much more effective. You will leave this meeting with a clear picture of your personal financial situation along with a short executive summary with our recommendations. Now comes decision time for you. Once you give us the green light we begin implementation.
The monitoring stage incorporates tracking systems to keep your plan on target. We help you plan for the unexpected or anticipated changes on the horizon and adjust your plan as necessary in real time. Our commitment to you all comes back to communication. We update you on your plan if we see changes coming, but you will need to do the same. Following this process helps cement our relationship going forward for a very long time.