SMART MONEY MOVES
Helping pre-retirees and first responders make confident decisions around retirement, investments, and income - with a clear plan and personal guidance every step of the way.
What We Work On Together
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Retirement income planning
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Tax-efficient withdrawal strategies
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Investment alignment as retirement approaches
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Social Security timing decisions
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Risk management as priorities change
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Pension and other compensation coordination
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Early retirement considerations
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Survivor and family protection planning
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Transition planning from active service to retirement
Let's Build a Plan You Can Feel Confident About
No obligation. Initial consultations are educational in nature.
Services
Financial Planning
Retirement Planning
Investment Strategies
Asset Allocation
Tax Planning
College Savings Planning
LEARN WHY PEOPLE ARE MAKING THE SWITCH?
About Laura Andersen AAMS®, MBA
Financial Advisor in greater Portland Area
Serving Oregon, Washington, Idaho, California, Arizona, Texas and Alaska
Personalized services for all pre-retirees and first responders in the greater Portland area, Hillsboro and Forest Grove. Also serving clients in Central Oregon, Washington, Idaho, Alaska, California, Arizona and Texas.
Financial decisions become more complex as life transitions approach — retirement, career changes, or the shift from earning a paycheck to relying on accumulated savings. My role is to help clients navigate these decisions with clarity, structure, and confidence.
I work primarily with all pre-retirees (ages 45–65) and first responders, including law enforcement officers and firefighters, who want thoughtful planning and ongoing guidance — not one-size-fits-all solutions.
As an independent financial advisor, I take the time to understand your goals, concerns, and priorities before recommending any strategy. The planning process is collaborative, educational, and designed to adapt as your life evolves.
What Clients Value Most
Clients often tell me they appreciate:
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Clear explanations without unnecessary jargon
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A steady, thoughtful approach during uncertain markets
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Planning that considers both financial and personal priorities
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Ongoing guidance, not just a one-time plan
Meeting with me as your Financial Advisor isn’t just about numbers — it’s about helping you make informed decisions aligned with what matters most to you.
Specialized Focus Areas
Pre-Retirement Planning
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Retirement income planning
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Tax-aware withdrawal strategies
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Investment risk alignment as retirement approaches
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Social Security timing considerations
First Responder Planning
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Pension and deferred compensation coordination
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Planning for early or phased retirement
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Integrating pensions, Social Security, and personal savings
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Survivor and family planning considerations
Credentials & Professional Background
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MBA
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AAMS® – Accredited Asset Management Specialist™
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Independent Financial Advisor
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Affiliated with LPL Financial
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I believe financial advice works best when it’s built on trust, transparency, and long-term relationships.
No obligation. Initial consultations are educational in nature.
Independence
As an independent advisor, I prioritize your best interests.
Tailored Strategies
I create personalized solutions that fit your unique needs.
Comprehensive Services
Offering a full range of financial services for your convenience.
Experience
I have a diverse background and years of experience that contributes to me being prepared to serve my clients where they are today, so we can focus on the goals.
