81 Crown Mountain Place, A-500
Family Wealth Management Group has been fortunate to have been featured in several Financial Planning industry publications. We encourage you to take a minute to read through some of the news articles and presentations featuring Laura and our group.
Medium.com | Financial Strategy:
LGBTQ Community Needs Dedicated Money Pros As Their Allies
Financial and Social Resources for Homeless LGBTQ+ Youth
Financing & Support for Gender Confirmation Surgery
Preparing for Retirement as an LGBTQ+ Person
Losing Love and Finding Advocates
When Gay Clients Retire, Big Financial Challenges Collide
Journal of Financial Planning:
Laura J. LaTourette on Giving Back, PridePlanners, and the Future of the Profession
Out of the Closet and Atlanta, An Advisor Finds Happiness in Rural Georgia
The New York Times:
Women Are ‘Claiming Their Power’ in Investment Clubs of Their Own
U.S. News & World Report:
7 Signs Your Romantic Partner is Financially Unstable
Retirement Guide For LGBTQ Americans
Investor's Business Daily:
Financial Technology: Five Ways That Fintech Can Help Your Firm
New day at LPL? 20 advisors describe changes under Dan Arnold
19 People Who Will Change Wealth Management in 2019
How can advisors tap underserved communities? LPL wants to know
LPL advisors to launch LGBTQ network with No. 1 IBD’s support
11 advisors and execs answer: What is an IBD?
How to Tell When You Need a Financial Planner (for Women)
Financial Planning Strategies for LGBTQ+ Couples
The Anatomy of a Great Financial Plan
Five Financial Planning Tips for Women in 2020
How Women Can Help Close the Finance Gender Gap
What I Wish I Knew at the Start of My Career
Industry Insights - Overcoming Watershed Events
A Quick Insurance Guide For LGBTQ+
Podcast with Michael Kitces
Podcast with Paul Ellis
Podcast with Chau Haner at FMG Suites
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
Socially Responsible Investing and Environmental, Social, and Governance Investing are subject to numerous risks; chief among them is that returns may be lower than when decisions are based solely on investment considerations.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.
Take Control of Your Financial Future
Don't Forget About Retirement
New Year's Resolution Action Items All Year Long
Financial Planning for LGBTQ+ Elders: Questions That MatterNevada Leaps Forward: Financial Planners Ready to Meet Needs of LGBTQ+ Clients
LPL Financial Announces Members of Inaugural Advisor Inclusion Council
How I Built a Thriving Practice Serving as Both Advisor and Advocate
We are excited to announce that CEO and Investment Advisor Representative Brianne M. Brucker Derveloy earned her Series 7 and Series 66 Licenses.
We are excited to announce that Minnette Leoni, Office Manager, has earned the designation of Financial Paraplanner Qualified Professional (FPQP®).
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