Cordis FinancialPrincipled Advice
At Cordis Financial, we are committed to serving you with customized advice, ensuring your needs are met at each phase of life, and providing resources so you understand how financial products work.
We follow a simple process:
We listen and help you define your goals;
We analyze and offer you suggestions;
If you agree with our suggestions, we work together.
Providing resources so you can make an informed decision about your finances.
Browse our library of information about financial products and services.
The Lumen Plan is Cordis’ new budget planning and coaching service. Through it, we work with you to reduce or eliminate debt and establish good short- and long-term objectives.
Why Seek Advice?Financial industry research shows that, after 15 years, advised clients have four times more investable assets and three times more net worth than non-advised clients.
IPSOS Reid. The Value of Advice.
Serve, Protect, Educate
What We Can Do For You
Investing appropriately depends on the risk tolerance of the individual and their personal circumstances.
Insurance is a tool for transferring risk from an individual to an insurance company.
Because they can outlive an owner or partner, businesses have unique planning factors.
A process where a person works with a financial planner to explore the entire range of personal finance.
Advanced Financial Planner
“Laura helped me put a plan together that allowed me to ease into retirement and experiment a bit with how I liked to receive my retirement income. Within a period of time, it became clear what worked for me and Laura put the pieces in place to 'make it happen'. I have great trust in Laura's ethics and the way she regularly maintains my account and always discusses new information with me. Above all, Laura works for you and what's in your best interest.”
Now enjoying retirement for almost 10 years