Laura Lunn is a Financial Advisor, a National Social Security Advisor (NSAA), and a Certified Annuity Specialist (CAS). Her expertise includes Medicare, Social Security, long-term care, annuities, life insurance, and optimizing benefit packages to reduce financial exposure.
She focuses on retirement planning, especially for firefighters and paramedics, aiming to provide comprehensive and tailored solutions. She collaborates with a team for investment planning. As a fiduciary, Laura's priority is understanding clients' needs and educating them on their options to create and manage
customized financial plan.
Areas of Focus
- First Responders
- Retirement planning
- Special Needs
- Unions (457)
Education & Credentials
- Investment Advisor Representative
- Health & Life Agent
- NSSA
- CAS
Personal Interests
- Reading
- Family