Business Details
Your Trusted Tax Planning Partner in Bryan, Ohio
Founded on the principle that financial planning should begin with redefining wealth, our firm has dedicated over two decades to helping individuals achieve financial independence through personalized retirement strategies. Our team combines extensive experience in tax planning, investment management, and holistic financial education to create sustainable income solutions tailored to each client's unique needs. Recognized by national media outlets and industry organizations, we prioritize client education through our proprietary Redefining Wealth Process, which addresses six critical areas of retirement risk.With a focus on minimizing tax liabilities, optimizing healthcare planning, and ensuring estate liquidity, we leverage cutting-edge technology and a multidisciplinary team of experts to deliver comprehensive financial solutions. Our commitment to excellence is reflected in our continuous professional development, strategic partnerships with certified professionals, and a client-centric approach that emphasizes transparency and long-term financial security.
Services
Tax Planning
Retirement Strategies
Income Planning
Investment Planning
Healthcare Planning
Estate Planning
Liquidity Management
Long-Term Care Certification
Highlights and features
- We offer 23 years of experience in personalized retirement planning and tax strategies.
- Our team includes RFC-certified professionals and Investment Advisor Representatives.
- We provide holistic financial solutions addressing six critical retirement risk areas.
- Our proprietary Redefining Wealth Process ensures comprehensive income planning.
- We maintain partnerships with certified CPAs and estate planning attorneys.
Services
Tax Planning
Our tax planning services focus on minimizing current and future tax liabilities through advanced strategies like tax-loss harvesting and Roth conversions. We proactively build customized solutions aligned with retirement goals while staying current with evolving tax laws. Our elite CPA team ensures clients save thousands through sophisticated, compliant tax planning integrated with overall wealth management.
Retirement Strategies
The Redefining Wealth Process creates personalized retirement strategies by addressing six critical risk areas: income, investment, tax, healthcare, legacy, and liquidity. This holistic framework ensures sustainable income through asset segmentation and risk-mitigation strategies tailored to individual circumstances while maintaining flexibility for changing market conditions.
Income Planning
Our income planning establishes economic foundations independent of market volatility. We calculate sustainable retirement income levels, segment assets for growth and safety, and align expenses with predictable income streams. This approach ensures financial stability through retirement while maintaining capital preservation and growth potential through customized investment strategies.
Estate Planning
Our estate planning services optimize wealth transfer through tax-advantaged strategies and probate minimization. We coordinate fiduciary investment advisors, elder law attorneys, and CPAs to create comprehensive plans that protect assets and ensure smooth inheritance processes while maintaining compliance with evolving estate tax regulations.
Healthcare Planning
Healthcare planning addresses one of retirement's largest expenses through strategies that mitigate long-term care risks. We develop comprehensive solutions for medical cost management, including Medicaid spend-down planning and insurance integration, ensuring healthcare expenses don't compromise overall retirement security while maintaining flexibility for unexpected health events.
People
Laura Stover
CEO & Founder
With 23 years of experience, Laura Stover is a Registered Financial Consultant (RFC) and Investment Advisor Representative. She holds Wharton School executive leadership certification and specializes in tax-efficient retirement strategies. As host of the Retirement Talk Podcast, she educates clients nationally on financial independence.
Danette Sheppard
Executive Assistant
Danette Sheppard manages compliance submissions and technology integration for LS Wealth. With a B.A. in criminal justice, she oversees marketing systems and strategic planning while supporting the firm's operational efficiency through advanced office technology expertise.
Rachael B.
Client Service Specialist
Rachael B. coordinates advisor scheduling and client communications. She prepares financial reports for retirement reviews and ensures smooth advisor-client interactions. With an Applied Business degree, she brings three years of client service experience to support LS Wealth's client-centric approach.
Questions
What is LS Tax's Redefining Wealth Process?
Our six-step framework addresses income, investment, tax, healthcare, legacy, and liquidity planning to create personalized retirement strategies that ensure financial independence.
How does LS Tax approach tax planning?
We use advanced strategies like tax-loss harvesting and Roth conversions while maintaining compliance with current tax laws to minimize both current and future liabilities.
What retirement planning services do you offer?
We provide comprehensive retirement strategies including income planning, asset segmentation, and risk-mitigation tailored to individual circumstances and market conditions.
How do you handle estate planning?
Our estate planning integrates fiduciary advisors, attorneys, and CPAs to create tax-efficient wealth transfer solutions that minimize probate and ensure smooth inheritance processes.
What healthcare planning options exist?
We develop strategies to manage medical costs in retirement, including long-term care solutions and insurance integration to protect against healthcare-related financial risks.
How can I schedule a consultation?
You can schedule a free 15-minute consultation through our website or by calling our toll-free number to discuss your financial planning needs.
