Welcome to Laurus Wealth Management
Welcome to Laurus Wealth Management, based in Vancouver, Washington and serving clients throughout the country. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of planning for your financial future. Whether your goal is preparing for retirement, business succession, college savings, or designing an estate/legacy strategy - - our personalized service focuses on your needs, wants, inspiration and financial goals and objectives. Our team of professionals have years of experience in financial services. We look forward to working with you through all the stages of your life, today and for many years to come.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to Email Us or call us at (360) 514-8300. We look forward to hearing from you.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Apps that help small business owners better manage and grow their business.
It may help your business be better prepared in the event of the death of a principal or key employee.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Here are six flags that may make your tax return prime for an IRS audit.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Do you know these three personal finance sayings?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.