Trusted Financial Professional
Our reasons for launching Encompass Strategies are deeply personal. We’ve witnessed family members and friends struggle to find the help they needed to map their financial future. We’ve heard from retirees who discovered their investments were left unprotected.
You are not a category nor a demographic. You are an individual with a unique financial profile. That’s why our service starts with paying attention to details. We believe you want a financial professional you can trust to look after your well-being, and respond proactively to changes in legislation and industry.
We recognize you have only one shot at a solid retirement strategy. We take that very seriously.
Why Hire Encompass Strategies?
We’re named "Encompass Strategies" because we address retirement strategy and financial security through a "holistic approach" that brings together all options on the table. We look at income, insurance, investments, and trusts, as well as changes to legislation, industry trends, and taxes, to create a roadmap to your future.
The competitive industry of helping clients prepare for retirement has created a gap between what people think retirement is and what it should be. Our approach is to bridge that gap by explaining the choices, the regulations, and what the end results are. Just meet with me and you’ll leave feeling much more enlightened about retirement.
We remain independent from national brands so that we can free ourselves to help in a way that's suitable for you. We build our business by serving clients over the long term, and not in the short. We believe that individuals deserve a final chapter that is both graceful and dignified.
I hope to hear from you!
About Laura Roeder
Laura has been involved in the finance and insurance industry since 2006, jumping into the fray at the roughest time, 2007 and 2008, becoming full time in 2013. She created her own agency in 2018, evolving into Encompass Strategies Insurance Agency in 2020. Her license includes, Life, Health, Series 6 and Series 63 Securities.
She is aligned with NAIFA, SOFA, and LifeHappens.org. In California, she was involved with IEAHU (Inland Empire Association of Health Underwriters).
Laura is active in the local business community, participating in chambers of commerce, Lions Club, and Boys and Girls clubs. At SOFA (Society for Financial Awareness) she gives financial training at numerous clubs, organizations, businesses, and churches.
She has been published in The Finest Women in Real Estate Magazine. She is also an ongoing member of Fire-up Connect, a networking group that expands networking across the country through articles, radio, websites, and community projects. She actively publishes a blog about long term care, and writes about being the adult child of long-term care parents, the memories, emotions and frustrations and the joys of a caregiver and professional attempting to cover it all.
Laura actively manages 400 clients that covers retirement plans, long term care protection, life insurance, disability, and medical insurance.
The Future is Yours!
A great time to start preparing for your retirement is right now! You're never too young to start. Success comes from learning, and the sooner you call a retirement strategist, the smarter you will become.
My approach towards preparing for retirement and creating a financial strategy always starts with teaching. When you meet with me, I'll teach you what you'll need to know about retirement strategies.