Laurie Itkin is not your typical financial advisor. She entered the money management field as a second career only after she had built her own wealth through investing. She uses her knowledge and experience to empower women of all ages and income levels to become successful investors and grow the money they work so hard to earn. Women are increasingly the primary breadwinners in their households. They know how to earn money but most lack knowledge about how to invest that money so it grows for the future.
Laurie’s path to investing began with a $1,600 inheritance she received from her grandmother. Instead of spending the money or putting it in a savings account as most 24-year-old women would do, she bought her first shares of stock. She continued investing over the next fifteen years and achieved a net worth of one million dollars before she turned 40. In her Amazon best-selling book, Every Woman Should Know Her Options: Invest Your Way to Financial Empowerment, Laurie shares what she did to get there and how readers can take action to achieve financial empowerment.
Laurie provides complimentary account statement reviews for prospective clients, and often finds evidence of women receiving poor service from financial advisors who impose layers of fees, send out complicated and confusing statements, and fail to explain why they choose certain products such as mutual funds and annuities when a plethora of other low-cost vehicles are available. “
When I manage money for a single woman or a couple,” says Laurie, “I spend the time to explain how I built a portfolio for them, why I chose the investments I did, and how I will adapt that portfolio as their life circumstances change.”
To learn more about how Laurie can help you achieve financial empowerment, visit her website.