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We believe that financial management is a partnership that begins with your story—where you've been, and more importantly, where you want to go.
At Laser Wealth Management, we work with you to translate your vision into a prudent, actionable plan. This is about more than just numbers and money; it's about creating the freedom for you to live authentically, support the people and causes you love, and build a meaningful legacy. By replacing confusion with clarity and anxiety with confidence, we may help you to navigate your financial journey and build a future that reflects your deepest values.
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
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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.
This special report explains the proven investing strategy that’ll allow you to LOCK-IN your yearly gains so that you won’t lose even a single penny if the stock market were to plummet.
The straight facts in this complimentary report will show you exactly how to guarantee a lifetime income for you (and your spouse), regardless of how long (both of) you live and irrespective of whether the stock market goes up or down! You’ve worked too hard to leave your retirement income to chance. Arm yourself with this powerful information.
This special report contains little-known strategies in an easy-to-understand language about your full range of options for collecting your maximum possible Social Security benefits.
Financial advice comes at us from all directions; unfortunately, much of it amounts to nothing more than complete myths. This book dispels the top five personal finance myths and gives you specific questions to take to your financial advisor so that you can be sure you are receiving the best suggestions, solutions, and service.
According Philippians 4:19 God will meet all needs according to his glorious riches in Christ Jesus. So, how come many devout Christians are financially broke? While Salvation is totally free, your financial prosperity is NOT! You’ll reap exactly what you sowed (Galatians 6:7). Discover six SPECIFIC steps from the Bible and how to incorporate them in your daily living to ensure a life filled with immeasurable financial abundance. You were not placed on this planet to simply survive, but to have an abundant, fruitful life!
401(k)s are the way we’ve always done it – but are they the absolutely best vehicle for your retirement income? This book presents the complete facts about retirement plans in an easy-to-understand format to help you assess your options by focusing on the complete retirement cycle: before, during, and after.
Conventional wisdom teaches that when buying a home, the wisest strategy is to make the biggest down payment possible, get a fixed-rate mortgage that is amortized over a shorter period (15 years, perhaps), and make extra principle payments in order to pay off your mortgage as early as possible and build equity. Well, this book teaches you why conventional mortgage wisdom is all wrong.