Travel the Road to Financial Freedom

With life’s growing to-do list, finding time to plan for your financial future can be difficult. Even if you can carve out a few hours here or there, you’re bound to face events that may force you to take unplanned detours on the road to financial freedom. Rather than go it alone, turn to a trusted resource that can provide sensible strategies that are practical and relevant to each stage of your life

Before we ever meet, our team will provide you with a list of items you can bring to the initial consultation so we are on the same page from the get-go. From there, we’ll conduct a needs analysis in two or even three complimentary strategy sessions to ensure we fully understand your current situation, as well as your short- and long-term goals. Only then can we utilize our knowledge and experience to identify strategies right for you.

Laura understands that preparing for your future isn’t a single event or something that can be achieved by a single person. Therefore, she uses a holistic approach to help you manage the complexity of aging. Throughout her career Laura has assembled a team with whom she works with to cover your planning needs. We communicate and coordinate with accountants, attorneys, money managers and insurance professionals to help ensure every facet of your plan is addressed and accounted for. Most importantly, she’ll adjust your plan as life unfolds so you can sleep well at night knowing you’re prepared for anything.

Critical Planning Components

Asset Management

Discover how to balance safety and growth according to your risk tolerance and time horizon with an effective asset management strategy.

Estate Planning

This can provide you with the tools to document your wishes, regarding the distribution of your assets to loved ones.

Income Planning

From electing Social Security to maximizing supplemental resources, it’s important you have an income plan to meet your changing needs.

Insurance Planning

Discover how to balance safety and growth according to your risk tolerance and time horizon with an effective asset management strategy.

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.