Wealth Planning – A Deep Bench of Experience

Our professionals have extensive experience in wealth planning, including graduate degrees in business, finance and wealth management. We also hold credentials in the field of private wealth management such as the following designations:

  • CFP   Certified Financial Planner™
  • CFA   Chartered Financial Analyst®
  • CPWA   Certified Private Wealth Advisor®
  • CLU   Certified Life Underwriter
  • AEP   Accredited Estate Planner

We have the experience and the expertise to develop a comprehensive wealth plan tailored to your goals and to coordinate with your family’s legal and tax professionals, creating your wealth planning team. Our approach removes the barriers to integration and helps ensure that asset management, estate planning, risk management and family governance decisions are not made in ‘silos,’ but rather are made with the larger picture in mind.

Comprehensive Financial Plan

($5,000 one-time cost)

  • Financial Goal Setting
  • Risk Assessment
  • Cash Flow & Net Worth
  • Income Tax Planning
  • Education Planning
  • Retirement & Benefits Planning
  • Portfolio & Investment Analysis
  • Insurance Needs Analysis
  • Estate Planning Review
  • Implementation*

*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.

Fiduciary, legal and tax planning/preparation services are facilitated via outside providers and referral relationships that are not affiliated with MML Investors Services, LLC. Representatives of Lau & Lau Associates, LLC & MML Investors Services, LLC do not engage in the practice of law, nor do they provide tax preparation services; you should seek the advice of qualified legal and tax professionals on all legal and tax-related issues. Chartered Financial Analyst® is a registered certification mark of the CFA Institute. Certified Private Wealth Advisor® is a registered certification mark of Investment Management Consultants Association Inc.® Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial PlannerTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.