M.D. Laude
Practical Financial Advice You Can Count On
Invest your time and efforts on running your business. Leave the accounting to me.
Trusted
Experienced
Professional
Services
What I do
I provide expert guidance and support to help you achieve your financial goals. You can be confident that you are making informed decisions that align with your unique needs and goals.
01.
Financial Advisory
I provide expert guidance and support to help you achieve your financial goals. I work with you to develop a personalized financial plan that takes into account your unique circumstances and goals.
02.
Tax Planning
I will help you minimize your tax liability while staying compliant with all tax laws and regulations. With my tax planning service, you can be confident that you are taking advantage of every opportunity to save on taxes.
03.
Educational Planning
I'll help you plan for your children's future education expenses. I work with you to create a comprehensive savings strategy that takes into account the cost of tuition, room and board, books, and other expenses
04.
Retirement planning
I'll help you create a plan to achieve your financial goals for retirement. We work with you to develop a personalized strategy that takes into account your current financial situation, retirement goals, and timeline. You can be confident that you are on track to achieve a comfortable and secure retirement.
05.
Employee Benefit Program
I'll help your busines offer a comprehensive and competitive benefits package to your employees. I understand the importance of attracting and retaining top talent, and I believe that offering a well-rounded benefits program is a key component of achieving that goal.
Why Choose Me
Accurate Record Keeping
Choosing a financial adviser is an important decision, and I understand that you want to work with someone you can trust. As your adviser, I bring a wealth of knowledge and expertise to help you make informed decisions about your finances.
Holistic Approach
I take a comprehensive approach to financial planning, which means I consider all aspects of your financial life, including investments, retirement, tax, insurance, and more. By taking a big-picture view, I can help you create a plan that addresses your immediate and long-term financial goals.
Personalized Service
I believe that every client is unique, and therefore, every financial plan should be tailored to their individual needs. I take the time to understand your specific circumstances, goals, and concerns, and then develop a plan that is personalized to you.
Fiduciary Standard
As a fiduciary, I am legally and ethically obligated to act in your best interests at all times. This means that I will always put your needs ahead of my own and provide advice that is objective and unbiased.
