Laura J. Mounce

Underwriting/New Business

Laura J. Mounce

Laura is a Life and Long-Term Care underwriting assistant at Madison Rose Advisors, LLC, a specialized retirement and estate planning firm.

As a member of the exclusive M Financial Group, Laura collaborates with top advisors to deliver underwriting insights that support comprehensive retirement and estate strategies.

Passionate about education and service, Laura empowers clients with knowledge, transparent communication and compassionate guidance.

Financial Planning

Whatever your financial goals are, sound planning is essential to making them a reality. By taking into account your personal situation, we’ll work with you to create a plan that is unique to you. We’ll guide you through the options, keeping in mind your goals, personal circumstances, and any concerns you may have. From there, we’ll help you build and carry out a highly customized plan, and provide ongoing monitoring to identify changes that need to happen along the way.