Home | Laura Holt

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Our Services

Our Services

We create strategies that are tailored to your needs and goals.

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Our Mission

Our Mission

Years of experience have prepared us to guide you through your life transitions.

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About LPL Financial

About LPL Financial

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

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