Laurette Dearden

About Laurette Dearden

TAXES AND FINANCIAL PLANNING MUST WORK TOGETHER. Here’s why: When I first opened my accounting practice in 1995, many clients came in with the same problem, UNEXPECTED TAX BILLS. They didn’t realize by the time they got to me; it was too late to fix anything. Frustrated, I realized, “I’VE GOT TO HELP CLIENTS AVOID THESE COSTLY MISTAKES.” So, in 2008 I added financial planning to my practice so I could help clients look forward, and plan for the future. It’s the best decision I ever made. Today our clients are mostly doctors and dentists. THEY’RE HIGHLY COMPENSATED BUT DON’T KNOW WHAT TO DO WITH THEIR MONEY OR DON’T HAVE THE TIME TO DEAL WITH IT. SO, I BECOME THEIR FAMILY CFO. Jeff’s a great example. In the middle of a tax meeting, he leaned across the table and whispered, “I JUST KEEP SAVING MONEY IN MY BANK ACCOUNT BECAUSE I DON’T KNOW WHAT ELSE TO DO. CAN YOU HELP ME?” “Of course,” I said. So, we looked at his tax situation before doing anything with his investments. We moved all their accounts under our umbrella, saving them TONS of money. We helped with IRA’s, retirement, insurance, and savings accounts. This made such a big difference in his life, that eventually, his kids opened accounts with us too. IT’S SO FULFILLING HELPING CLIENTS LIKE JEFF AND HIS FAMILY HAVE PEACE ABOUT THEIR FINANCIAL DECISIONS. It’s why I do what I do. And the best part is, my son Garrett has joined my practice. THIS MEANS MY FAMILY CAN BE THE CFO FOR YOUR FAMILY FOR GENERATIONS TO COME. Lets connect to learn more about your journey towards your financial goals -> M. Dearden, CPA, CFP®, RICP® is a Financial Advisor offering securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency.Please visit for more information.Member FINRA, SIPC.(finra.org, sipc.org)

Experience

1. Financial Advisor

   Avantax

   Dec 2007 — Present · Washington, DC, US

Education

• University of Maryland College Park

  BS

  1979 — 1983

Skills

• Budget Setting
• Retirement Planning
• 401k Rollovers
• Retirement Income Planning
• Asset Allocation
• Mutual Funds
• Risk Management
• Indexed Annuities
• Financial Services
• Long Term Care Insurance
• Irs
• Life Insurance
• Asset Management
• Cpa
• Financial Planning
• Income Tax
• Certified Financial Planner
• Corporate Tax
• 457 Plans
• Investment Strategies
• Quickbooks
• Personal Financial Planning
• Tax Preparation
• Accounting
• Small Business Financial Management
• Small Business
• 403 B
• Variable Annuities
• Tax Returns
• Tax-Advantaged Investment Strategies
• Tax
• Wealth Management Services
• Pensions