Laurel Wealth Solutions

Company:	Laurel Wealth Solutions
Contact:	Steve Caruso
Address:	1628 Resolute St.
City:	Celebration
State:	FL
Zip:	34747
Phone:	800-597-4579
Fax:	--
Email:	stephen@laurelwealthsolutions.com
Website:	https://laurelws.com/federal-empoyees

About My Practice

I work with clients nearing retirement on crafting a plan to distribute their assets in retirement in the most efficient way. I have office locations throughout the country and have written a best selling book Cookie Cut This! Retirement Distribution Planning for the Non Conformist and am the host of the radio show and podcast The Retirement Referee.

Federal Retirement Workshops

For federal retirement workshop locations & dates, visit: https://fedimpact.com/lws/

Offering Advice Since

1998

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Tax preparation
Budgeting and cash management
Retirement Distribution Specialist

Licenses, Certifications, Education, and Affiliations

Designations: JD
Insurance Licenses: In Several State
Security Licenses: All 50 states
Other Licenses, Certifications, Designations: Non practicing member of California Bar Association
Education: Juris Doctorate, BSM Accounting & Finance Concentration
Investment Advisor Registration: Investment Adviser Representative

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)

My Association with the Office or Firm

Owner/Partner

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.

Footer