Tools to guide you toward a successful financial future
Risk tolerance is the most important consideration in developing an investment strategy which will help achieve your financial goals. We have partnered with Morningstar one of the most respected and recognizable research and reporting companies in the world. They have 5,230 employees they are in 27 countries and have 621,370 investments they cover. No one works harder for their clients building products and offering services that connect people to the investing information and tools they need. We work with our clients using Morningstar’s Risk Profile to help determine their risk tolerance and comfort level for varying investment choices.
What's your financial DNA?
Our behavioral finance personality test can be thought of as a Myers-Briggs test, but specifically geared towards those personality traits that most directly affect/influence us when it comes to investing and financial decision making. The questions should take no more than 10 minutes to go through, however the resulting report is fairly robust. We use this tool to glean key insights into how you naturally approach the financial planning process. It also helps us better understand how to most effectively manage expectations, and interact with you and your family.
Family Financial Planning
Laidlaw Financial Planning and Advisory Services offers our clients comprehensive advice and customized financial planning. For a detailed plan please reach out to your Advisor or Nelson Pereira, CFP®, CLU® @ 239.431.3959
IRS Required Minimum Distribution
Use this worksheet from the IRS to determine your required minimum distribution.
IRS Retirmenet Estimator
The Retirement Estimator gives estimates based on your actual Social Security earnings record.