The 5 Non-Negotiable Secrets for Financial Success
No one taught you how to save and invest when you were in school.
So don't be ashamed that you're overwhelmed with your finances.
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The 5 Non-Negotiable Secrets for Financial Success
Who is Laurie?
Laurie Bodisch is a Certified Trust and Financial Advisor™ (CTFA™) and Certified Fiduciary and Investment Risk Specialist® (CFIRS®) with over three decades of experience in various capacities throughout the financial services industry and earned the Series 7, 9, 10, 24, and 63 licenses.
She teaches her clients how to develop financial confidence by educating them on how to understand, clarify, save, grow, protect, preserve and secure their wealth and coaches them through the barriers that trip them up or keep them stuck.
Her unique experience and expertise give her an in-depth understanding of financial markets and provide her clients the comfort in knowing she’s on top of the regulatory changes, complexities and challenges that investors face today. Her focus on goals-based planning and asset allocation helps simplify the sometimes complicated aspects of financial decision-making.