Parental Alienation
The Risks Involved.
The Risks Involved.
We are dedicated to working with individuals and families to help them achieve their financial objectives. We see investing from your perspective. By truly listening to you, we are able to understand your needs and develop a comprehensive approach to financial planning, wealth management, retirement planning and wealth transfer strategies.
You deserve a relationship based on respect and listening. It's the foundation from which we will support your financial needs and goals. About Us
s a Financial Advisor, CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC) and Certified Divorce Financial Analyst (CDFA) Laurie's knowledge is key in assisting clients as we work with them towards a worry free financial future. She specializes in insurance, annuities and divorce planning and can assist in all aspects of investment and estate planning strategies. Laurie is also a member of the Northeast Human Resource Association, the Boston Estate Planning Council and the Institute for Divorce Financial Analysts.
Areas of Practice
Our Wealth Management Services include:
- Comprehensive Investment Planning - Portfolio Management - Lending Services - Estate Planning Strategies and Trust Services - Comprehensive Asset Management - Services for Executives and Businesses |
| The information contained on this page is not to be considered legal advice. A lawyer should always be consulted in regards to any legal matters. Divorce Source, Inc. is also not a referral service and does not endorse or recommend any third party individuals, companies, and/or services. Divorce Source, Inc. has made no judgment as to the qualifications, expertise or credentials of any participating professionals. Read our Terms & Conditions. |
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