LaurEL Wealth Planning
Celebrating Laurel Wealth Planning's 25th Anniversary
Thank you for joining us as we celebrated Laurel Wealth Planning's 25th Anniversary! We’re incredibly grateful to have such a wonderful community, and your presence made this milestone truly special. From insightful discussions to shared moments, the evening was a reflection of the relationships we've built together over the past quarter century.
Laurel Wealth Planning's 25th Anniversary Recap
Thursday, September 19th
Edinborough Corporate Center
Highlights
✔ Cocktails & Buffet Service: A relaxed evening of food, drinks, and conversation.
✔ Guest Speaker: Dr. James Gambone (author of ReFire® Your Life!: A Guide for Those Who Can't Retire – or Don't Want To and coauthor of Join the Longevity Revolution: A Guide for Financial Advisors and Their Clients) captivated us with his presentation on longevity and how to "ReFire® Your Life."
✔ Breakout Sessions: Attendees engaged in dynamic discussions, brainstorming their longevity plans.
Thank You for Joining Our Celebration
Thank you again for celebrating with us—we look forward to many more years of partnership and success together!
Steadfast Dedication to
Client Well-Being
for 25 Years
Celebrating Laurel Wealth Planning’s 25th anniversary, we reflect on our journey alongside exceptional clients. Guiding them through the complexities of wealth management has been an honor since our inception in 1998.
Our firm was built on the principle of providing objective, holistic financial advice, free from the conflicts of interest inherent in sales-driven models. Our mission was, and remains, to help clients build, maintain, and enjoy their financial independence, grounding our work in honor and decency.
We take pride in simplifying intricate financial concepts, empowering informed decisions.
Over the years, our team has expanded, yet our core values endure:
Client care is paramount. We attentively listen and act in their best interest.
We exceed expectations, leveraging knowledge and precision to propel clients toward their financial aspirations.
Reliability defines our approach. Our focus on quality and unwavering dependability builds trust.
Teamwork fuels our success. With accountability and transparency, we strive for mutually beneficial outcomes.
We celebrate these values, expressing gratitude for your unwavering loyalty.
Together, we've safeguarded and nurtured your financial goals, prioritizing your needs above all else.
Many of our clients, including women facing significant life transitions, trust us to navigate their financial landscapes. We cherish the opportunity to simplify their present and envision a prosperous future.
We're dedicated to realizing our clients' aspirations, enabling them to live life just as they choose.
Our goal is simple: Instill confidence in our clients' financial present and their future.
We extend heartfelt thanks for the trust bestowed upon us, shaping our journey thus far.
Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
About Us
We extend heartfelt thanks for the trust bestowed upon us, shaping our journey thus far.