Laurel Wealth Planning

Laurel Wealth Planning is a full-service, fee-only firm providing clients with a safeguard for their financial interests and goals. As their slogan "On your side. Always" suggests, the company positions itself as a trusted ally, offering sound, objective financial advice, backed by extensive experience in investments and tax management. Laurel Wealth Planning takes a holistic approach, intertwining all aspects of a client’s financial life to add meaning and value. Their focus on women with substantial financial resources, especially during life transitions, sets them apart. The firm's emphasis on simplifying complexities in investments, tax reduction, and money management strategies, empowers clients to make informed decisions. Established in 1998, Laurel Wealth Planning operates within the financial services industry. For more information, visit laurelwealthplanning.com/how-we-help or contact them at (952) 854-6250.