Retirement Income. Our Map ~Your Journey

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Your values.

Your personalized financial solution.



The Laurus advisors help you make smart choices about your money so you can achieve your goals in a way that fulfills your values. It's called Values-Based Financial Planning.

The result is a high-trust client relationship. It's a long-term relationship of mutual respect and honor, predicated on a genuine desire to help and a process that creates results.

Our independent firm focuses on you.

As an independent financial services firm, Laurus has the advantage of flexibility, customer focus and accountability in designing an investment plan that truly reflects your values and needs.