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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.

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Presentations

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Helpful Content

Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Teen Drinking and Your Liability

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

 

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or another qualified retirement plan.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Rightsizing for Retirement

What does your home really cost?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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