Personal Information
Unternehmen/Arbeitsplatz
Columbia, South Carolina Area United States
Beruf
Owner
Branche
Finance / Banking / Insurance
Info
Laura works with people from all ages and stages of life to help them better understand their financial situation. She charges by the hour and does not receive any commissions from products she recommends. Her investment philosophy is to focus on a low cost, diversified investment portfolio comprised primarily of index funds and exchange traded funds. A mix of asset classes is used to construct an all weather portfolio that is consistent with the clients goals and attitude toward risk. Most importantly she educates her clients along the way and uses a facilitative approach in order to best understand how they can match their heart felt goals with their financial strategy. Laura is par...
Tags
women
investing retirement
cash flow
financial planning
budgetting
investing
Mehr anzeigen
Personal Information
Unternehmen/Arbeitsplatz
Columbia, South Carolina Area United States
Beruf
Owner
Branche
Finance / Banking / Insurance
Info
Laura works with people from all ages and stages of life to help them better understand their financial situation. She charges by the hour and does not receive any commissions from products she recommends. Her investment philosophy is to focus on a low cost, diversified investment portfolio comprised primarily of index funds and exchange traded funds. A mix of asset classes is used to construct an all weather portfolio that is consistent with the clients goals and attitude toward risk. Most importantly she educates her clients along the way and uses a facilitative approach in order to best understand how they can match their heart felt goals with their financial strategy. Laura is par...
Tags
women
investing retirement
cash flow
financial planning
budgetting
investing
Mehr anzeigen