The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Laurie O'Toole

Laurie O'Toole

Financial Advisor

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Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies

Education

University of Maryland, College Park - Bachelor of Science - Finance
CA Insurance #0M43317

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Our Staff

Douglas Paul

Registered Client Service Associate

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Qualifications

  • CRPC®

Roles & Responsibilities

  • Douglas is a vital member of my staff and is availabe to work with my clients on a variety of matters.These include requesting duplicate statements, assisting clients with taking withdraws etc.