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Whether you are just starting out or are already retired, you don’t have to settle for the status quo. You can have the freedom to be your authentic self; fulfilling your deepest desires and living your true purpose while building a lasting legacy with the people and causes you care deeply about.
At Laser Wealth Management, LC, we believe that the path to your financial goals doesn’t have to be confusing or nerve racking. We understand that nothing is more important than your deepest desires and true life’s purpose.
Come tell us your story and your vision for your future. Together, we will tailor a prudent roadmap that is based on your unique priorities and give you straightforward, crystal clear suggestions so that you can focus on living your life with purpose and confidence.
MBA, EA, ChFC®, CRPC®, CMFC®, CASL®, CLU®, CTP®, CBM®
Wealth Coach | Author | Tax Expert | Dad
Explore data-driven strategies that may help you to avoid even the deepest of pitfalls. Our holistic approach to wealth management may help you live your best life while strengthening your legacy for your loved ones.
We understand today’s dynamic retirement landscape. Let’s help design your unique income strategy to give you clarity and keep you excited about your future
Receive objective, commonsense suggestions grounded in sound financial principles and years of hands-on experience.
Together, we can build your custom Life and Long-Term-Care insurance plan to help safeguard you and your family
We are ready to assist you with planning, return preparation, and/or resolution of tax issues; from unfiled back taxes to payment arrangements, audits, and bank levies.
Connect with your Certified QuickBooks Pro-advisor who will work to ensure that your records will always be up-to-date and tax-ready.
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Laser Wealth Management, LC is a registered investment adviser located in Kensington, Maryland. Laser Wealth Management, LC, may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
This website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, this website should never be construed as solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. Any subsequent, direct communication by Laser Wealth Management, LC, with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Laser Wealth Management, LC (IARD #188516), please contact the state securities regulators for those states in which we maintain a registration filing. A copy of our current written disclosure statement discussing our business operations, services, and fees is available at the SEC’s investment adviser public information website at www.adviserinfo.sec.gov or from Laser Wealth Management, LC upon written request.
Laser Wealth Management, LC, does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Laser Wealth Management, LC, is not responsible for the security of information transmitted through any third-party applications.
No particular outcome is guaranteed. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a qualified financial, tax, and/or legal professional before implementing any strategy. This website and information are not intended to provide personalized investment, tax, or legal advice.
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Up to 85 percent of your Social Security benefits may be subject to tax. But did you know that IRS rules do not count income from certain specific accounts, regardless of the amount, when determining the taxable portion of your benefits? This special report breaks down the rules and offers practical steps you can take to reduce or possibly eliminate taxes altogether from your Social Security checks.
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