- Managed Account: Client’s objectives and constraints and the risk-reward alternatives of the market
Laura Addington provides comprehensive financial planning for both individual and business clients. She is a specialist in pre-retirement and retirement planning, investment allocation strategies, and mature market issues.
Laura works with clients in planning individualized investment programs designed to meet their current and future financial needs.
She has been quoted extensively by the financial press, appearing in the Wall Street Journal, Kiplinger’s, and the Dallas Morning News, and is Immediate Past Chair of the National Institute for Financial Issues and Services for Elders of the National Council on the Aging (NCOA).
She holds a Master’s degree in Financial Services (MSFS).
Professional Certifications, Licenses & Securities Registrations
Registered Investment Advisor
CERTIFIED FINANCIAL PLANNER™ certification