LAURIE E. INGWERSEN, CFP®, CRPC®, CDFA™, CBC

As a Senior Wealth Management Advisor, Laurie helps clients work toward a worry-free financial future. Using her firm’s unique Harvest Wealth Management for Life™ process, she specializes in helping individuals and families preserve wealth and achieve their long-term financial objectives, and assists in all aspects of retirement and estate planning. Laurie is also a Cash Balance Consultant (CBC), and can advise clients in this fastest-growing segment of the retirement industry.

Given the rising state of divorce in the United States, Laurie recognizes the difficulties many families face today. As a Certified Divorce Financial Analyst™ (CDFA™), she forecasts the long-term financial effects of the divorce settlement. Laurie works with clients individually or as couples, helping them to come to grips with the financial reality of their divorce situation. Developing comprehensive insight of the short and long-term financial effects of divorce can save valuable time, money and distress, especially if the process is conducted early in the legal proceedings.

  • Certified Financial Planner™ practitioner, CFP®
  • Chartered Retirement Planning Counselor, CRPC®
  • Certified Divorce Financial Analyst, CDFA™
  • Cash Balance Consultant, CBC

Articles

It’s Open Enrollment Time Again For Medicare: Tips For Choosing Your Health Plan,” Healthy Aging, October, 2017

Advising Divorcing Women – The Seven Essential Estate-Planning Tools,” WealthManagement.com, July 31, 2017

This Plan Allows Doctors to Save More for Retirement,” Physicians News Digest, July 10, 2017

How Financial Experts Help Lawyers,” Family Lawyer Magazine, January 18, 2015

What should you do if you are thinking about divorce?,Divorce Source, June 25, 2014

5 Financial Considerations Before Finalizing Your Divorce,” Divorcemag.com, March 23, 2005

Laurie is a Trustee of the Backpacks for Kids Foundation, a local nonprofit that donates backpacks and school supplies for underprivileged children in the Greater Boston area.

Direct Line:
844-996-3300
ext. 1007

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