Laura Powers

About Laura Powers

Over 20 years ago, I joined Strategic as an admin assistant. While working full-time, I…

Experience

1. Senior Advisor

   Strategic Financial Services, Inc

   Apr 2004 — Present · Utica, NY, US

   When asked what motivates her as an Advisor, she replied, “Two words - helping others. Planning for retirement, a growing family, creating a legacy - whatever the goals may be, I simply want to help others realize and achieve their dreams.”Laura joined Strategic in 2004 to support the senior management team. With an interest in providing more direct client service, Laura transitioned to an Operations Specialist in 2007 to help service high net-worth individuals and not-for-profit organizations. In 2009, she joined Strategic’s Retirement Plan division advising business owners on techniques to strengthen their enterprise through improvements to their retirement program. This also opened the door for Laura to begin directly advising plan participants on their own unique situations. She was promoted to Director, overseeing the department in 2011. In 2015, Laura transitioned to a Financial Advisor on the Wealth Management team to serve individual clients and their families.

Skills

• Business Development
• Public Relations
• 401k
• Financial Advisory
• Organizational Effectiveness
• Profit Sharing
• Strategy
• Financial Goals
• Human Resources
• Financial Planning
• Cash Balance
• Retirement Plan Design
• Leadership
• Teamwork
• Independent Financial Advice
• Community Outreach
• Investment Advisory
• Retirement Services
• Retirement
• Retirement Plan Consulting
• Strategic Financial Planning
• 401(K) Education/Training
• Nonprofits
• Client Relationship Management
• Safe Harbor
• Civic Engagement
• Pensions
• Employee Benefits
• Public Speaking
• Community Theatre
• Team Leadership
• Strategic Planning
• Retirement Solutions
• 403 B