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Your dreams and your vision for your future. Whatever stage you are in your journey, we may be able to help you gain clarity and connect the dots in the proper order so that you can develop a comprehensive, cohesive roadmap that could position you to achieve the best possible outcomes.
Choose a service below to learn more:
The late Dr., Harry Markowitz, winner of the Nobel Prize in Economics, once said “A good portfolio is more than a long list of stocks and bonds. It is a balanced whole.”
When it comes to your investments, does it seem like you are simply speculating and gambling with your hard-earned wealth? If you’re ready for a different approach to investing, one that uses empirically-tested academic principles and proven strategies for portfolio growth that essentially eliminates the myths of stock-picking and market-timing, complete the form below and let’s get started.
The right retirement plan that is built around your dreams and desires may be able to give you clarity and keep you excited about the years ahead, regardless of what happens on Wall Street. We understand today’s dynamic retirement landscape and would be honored to work with you to explore your range of possibilities for the road ahead – and beyond.
We are ready to share objective, commonsense suggestions grounded in sound financial principles and years of hands-on experience to help you gain confidence and take on even the most challenging issues.
Over the course of time, a portfolio with inefficient diversification or high fees (even if hidden) will peel off a sizeable chunk of your hard-earned money. Could there be some hidden pitfalls in your existing portfolio? Our “Portfolio MRI” performs a diagnostic assessment of the asset allocations within your portfolio and breaks down your investments to give you some general insight into what may be happening under the hood. You will be able to see what is working well and also any potential trouble spots you might want to address.
The right insurance protection may help you and your family to tame the storms of life. Let’s create your custom plan and find out what types of insurance are right for you.
With our years of practical experience and competence in federal tax matters, we can work with you to create a customized plan that may allow you to legally minimize or even possibly eliminate taxes so that you can keep more of what you’ve worked so hard to earn.
We will probe and ask the right questions to ensure that nothing falls through the cracks. We will dig to uncover all deductions and credits that you are entitled to. Unlike other fly-by-night tax preparation services, we are available all year round – not just during tax season – to answer your questions.
Got an administrative matter to settle with the IRS? We can pair you with a credentialed tax professional with unlimited practice rights who can step in your place and directly deal with the IRS on your behalf. Whether you have an upcoming audit, haven’t filed tax returns in a while, need assistance to negotiate a tax debt or setup a manageable payment arrangement, we are ready to get started.
When you partner with us for bookkeeping, your Certified QuickBooks ProAdvisor will work to ensure that your books will be up to date and also 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.
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