Partner with a Financial Advisor You Can Trust

When you think about organizing and managing your finances, do you feel overwhelmed, underprepared and out of your element?

If so, you’re not alone. Identifying the options available to you and selecting strategies that make sense for your unique situation is no easy task. That’s why it’s important you can turn to a knowledgeable financial advisor to help make sense of it all.

We believe that every investor deserves the support and personalized service needed to achieve financial independence. That’s why we’re committed to getting to know you and understanding your goals and objectives before making recommendations on how to achieve them. Furthermore, as an investment advisor representative, Laura is obligated to act as a fiduciary and make decisions in your best interest. By choosing her as your educator and advisor, you can feel confident knowing you have a trusted partner who will take a holistic approach to making the pieces of your financial puzzle fit just as you want them to.

The Foundation for Your Success

Choosing a financial advisor is not a task you should take lightly. After all, it’s important you find someone with whom you feel comfortable enough that you can share insight into your money and your life. If you’re considering working with us, we want you to know that we operate on the principals of:
Honesty
We promise to always be truthful about the opportunities available to you, what we believe is the best course of action for your specific circumstances and how you may be impacted by the planning decisions you make.
Transparency
 We are not beholden to a specific company or type of product. We have the flexibility to provide you with an array of strategies, and will present multiple options that may be right for you.
Integrity
We’ve built our practice one client relationship at a time by consistently acting with honor and grace. By proving we are trustworthy, we’re fortunate that our clients refer us to their friends and family time and again.

Meet the Financial Advisor

Laura Carlson

Laura Carlson

RICP, Investment Advisor Representative

By Specializing in retirement income planning, I am intimately familiar with the challenges of preparing for an enjoyable future. More importantly, I have gained the knowledge needed to help individuals and couples navigate the planning process with ease. I have had the pleasure time and again helping clients maximize the value of their assets and accomplishing their most important retirement goals.

 

After studying at Calvin College, I started a family and spent time with my four children volunteering in the retirement community reaching out to those in need. In doing so, I learned about the complexities of aging firsthand, and the financial devastation experienced by some families who hadn’t completed proper planning.

 

I was determined to make a positive difference, so I decided to further my education to focus on financial advisement, and obtained my life and health license and my Series 65 to open my personal practice.

 

As a firm believer that knowledge is crucial to the planning success, I pride Myself in providing clients with all the facts in an unbiased setting and the support they need to make decisions in their best interest. Ultimately, my professional fulfillment comes from empowering others to take control of their retirement in a confident manner.

Laura Carlson offers Investment Advisory Services through Inspire Advisors, LLC (Hollister, CA 877-859-6383), an SEC Registered Investment Advisor. Inspire Advisors, LLC, and its advisors do not render tax, legal, or accounting advice.  Life Impact Advisors is not a registered investment advisor and is an affiliate of Inspire Advisors, LLC.  Insurance products and services are offered through Laura Carlson independent agent.

Life Impact Advisors, Laura Carlson and Inspire Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.