About Laura Penney
A Licensed Financial Professional Dedicated to Your Success
With over 20 years of experience in the banking and finance industry, I’ve dedicated my career to helping clients gain clarity and control over their financial lives. My passion lies in empowering individuals and families to protect and grow their wealth, guiding their money through comprehensive risk and wealth management strategies.
Financial planning should be a journey we navigate together, with no pressure and complete transparency. I’m here to guide you every step of the way, ensuring you feel confident and comfortable as we work toward your financial goals.
Beyond the numbers, I’m committed to educating my clients. I want you to understand your financial plan and feel empowered by it. Together, we’ll create a personalized strategy that reflects your unique needs, helping you confidently make informed decisions.
Mission Statement
Our mission is to empower professionals and parents to achieve their financial goals with confidence and peace of mind. We are dedicated to providing expert guidance and tailored strategies for saving for retirement, making significant purchases, and safeguarding against life's uncertainties. By fostering a secure financial future, we aim to alleviate the stress and worry associated with financial planning, ensuring our clients can focus on what truly matters to them—living their lives fully and enjoying their time with loved ones.
Questions
Find answers to commonly asked questions about Laura Penney's financial services.
We offer a range of financial services including risk and wealth management, estate planning, debt management, and financial independence strategies.
We provide personalized financial solutions to help clients protect and grow their wealth, set up trusts and wills, and improve their financial situation through comprehensive audits and workshops.
We take a personalized approach to financial planning, tailoring strategies to each client's unique needs and goals. Based on our conversation, we'll gather information, make recommendations, and continue to meet with you every year to monitor your account.
To get started with us, simply contact her through the provided form or by phone.
Yes, consultations are free of charge. Contact us today to schedule a consultation.
Nothing! Believe it or not, your time with us is free!
Take the First Step Towards Financial Confidence
Start your journey with a no-obligation consultation, where we’ll discuss your financial goals and explore personalized strategies to help you achieve them. Discover the clarity and support you need to take control of your financial future.