Personal Financial Advisors
Fee-Only financial planner located in Covington, LA, serving clients locally and across the country
Prior to joining Personal Financial Advisors, Lauren worked in Boston, Massachusetts as a fee-only planner with her own firm, Beacon Financial Planning and Compass Planning Associates. Before that, Lauren was employed at Putnam Investments in Boston where she earned numerous awards for client services. Her Putnam experience included servicing Institutional 401(k) client services, and she traveled and presented to corporate clients nationally. She also worked in Human Resources on the 401(K) and EDC plans, as well as assisted Marsh and McLennan employees and their families through the Putnam Preferred Access group. Before joining the financial planning profession, Lauren taught high school English and Drama in London, England. She has been in the financial planning field since 1998.
Lauren is a member of NAPFA, the National Association of Personal Financial Advisors, a national organization of fee-only financial planners, and helped to plan the South region conference in Austin in 2013. She is active in the Woodland Heights Civic Association, the Houston Heights Woman's Club, and serves on the board of the William and Mary Alumni Club of Houston. She also belongs to The Junior League of Houston, Pi Beta Phi Alumnae Association and the Tiger Athletic Foundation (TAF). She is a graduate of Joe Hurley’s 529 Boot Camp for Advisors and with her teaching background, brings a unique perspective to the challenge of college planning. She has instructed classes on financial education topics for local colleges and corporations nationwide, such as PepsiCo and Bose. Lauren has also been quoted in national periodicals on financial topics, most recently in Kiplinger's, The New York Times, Financial Advisor Magazine, The Journal of Financial Planning, Self, Money Magazine, Financial Advisor Magazine, The Boston Globe andThe Wall Street Journal, and on the online web journal at Bankrate.com.
Lauren Lindsay is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
WHAT MAKES US DIFFERENT
We believe in the power of personal financial planning and the process of tailored investment solutions. Because it’s personal, we help clients achieve their goals in a conflict free environment focused solely on our clients' objectives. We have years of planning and investment experience and a commitment to service.
We believe in basing financial decisions on information and guidance that is clear, objective and personalized.
Where other firms can profit by recommending certain products and solutions; our fee-only structure helps to ensure that our clients receive advice that is purely in their best interests. And while some use a cookie-cutter approach in recommending financial planning and investment management strategies and solutions, we treat each client as an individual.
We are committed to doing our very best to thoroughly understand your unique needs and then recommend the best, lowest-cost strategies and solutions to enable you to reach your financial goals.
HOW WE HELP
Our team of NAPFA - Registered Financial Advisors has the expertise and experience to help you navigate through even the most unique financial opportunities and challenges. Our services include:
- Retirement Planning and Cash flow Guidance—helping you manage what comes in and what goes out with an eye toward reaching long-term goals.
- Insurance Planning—protecting your financial future against unforeseen trouble.
- Tax Planning—taking steps to ensure that you keep as much of your wealth as possible.
- Estate Planning—minimizing estate taxes and ensuring that your wishes will be carried out smoothly.
- Investment Planning—Ensuring your investments are allocated to meet your long-term financial planning objectives.
YOUR TRUSTED ADVISOR
Since Personal Financial Advisors' founding in 1999, we have been committed to helping our clients make informed and objective decisions that significantly improve their lives. We look forward to helping you to achieve your unique goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Lauren Lindsay is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Lauren Lindsay is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Lauren Lindsay
P.O. Box 3730
100 Tyler Square-- Ste. 6
Covington, LA 70434