Contact Us at
info@laurus-wealth.comWelcome 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.
Helpful Content
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
View all calculators
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.