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
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Retirement Seen Through Your Eyes
What's your vision of retirement?
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.