Laura Lunn

Financial Advisor

Investment Adviser Representative
Social Security Advisor
Medicare Consultant
Long Term Care, Annuities & Life Insurance
Retirement Planning

Laura has seen the passion you bring to your job each day; her passion is to support firefighters and paramedics in their financial journey. Building a financial plan is complex and takes time.  Laura has been working with firefighters and paramedics for 5 years, in all aspects of planning for retirement.

She will take the time to assess your situation and develop customized solutions for the objectives you are targeting. Her main goal is to provide, create, and manage a comprehensive plan for each of you.

Your benefits package is excellent. Let’s maximize the those while considering options that enhance your coverage and reduce your remaining financial exposure. As a fiduciary Laura’s responsibility is to understand your needs and goals, find good solutions, educate you on the different options, and create your financial plan.

Laura’s expertise includes Medicare, Social Security, Long Term Care, Annuities and Life insurance on the protection portion of the plan.  She has a team of industry experts supporting her on the investment component of your plan. Let’s get started together and create a retirement that will work best for you.

Phone 773-837-8447