We believe in retirement
done right: your way.

The best retirement plan is the one that matches your idea of a life well lived. Perhaps you want to step out of the workforce forever to travel the world — or to slow down and spend time with the grandkids. Or maybe you’d rather try an encore career, start a business, or work part-time. Whether around the corner or years away, our team can handle the complexity of planning for retirements of all shapes and sizes.

Retirement plans as diverse as our clients


Save early and work hard to retire as soon as you are able. Once retired, enjoy a life of leisure, quality time with family, and volunteering.

Early retirement

Save aggressively, live frugally, and retire early to maximize the length of time you spend out of the workforce.


Opt for continued engagement, fulfillment, and additional financial security by scaling back and finding a new work-life balance.


Step out of work, enjoy a sabbatical — then return to the workforce in a similar or different capacity, refreshed and ready for a new challenge.

Create a Strategy for Your Ideal Retirement

Retirement planning is complex. It requires alignment between goals, living expenses, Social Security claiming strategies, investment choices, distributions, and taxes. A retirement plan must also include anticipated healthcare expenses, possible changes in tax law, long-term care needs, and more. Our goal is to provide clarity and guidance for your retirement years — so that you can pursue a life of impact, meaning, and joy.

Speak with an Advisor

“The happiness of those who want to be popular depends on others; the happiness of those who seek pleasure fluctuates with moods outside their control; but the happiness of the wise grows out of their own free acts.”

- Marcus Aurelius, Meditations

Let WealthSource guide your retirement

Sausalito, CA 94965

415-558-6768 Meet Your Advisor

Laura began her career in Wealth Management in 1994 at a growing San Francisco firm where she was a key contributor in the firm’s growth during her thirteen-year tenure.  Following the birth of her first child, Laura found that her passion for this industry was truly sparked by helping women understand, grow and feel secure and empowered about their finances.  To that end, in 2007, she joined a firm who shared her same desire to work with women and families who keep women part of the conversation.  

Laura has shepherded her clients through up and down-market cycles, by working with her clients to understand what is important to each individual and setting a unique roadmap to weather storms and reach success.  She has always been an avid fiduciary for her clients and joined WealthSource in May of 2022 in search of the most comprehensive solutions and a service model that puts clients first.

Laura is a graduate of the University of California at Davis and holds the Certified Financial Planner certification.  She is a longtime member of the Sausalito Women’s Club and has sat on various boards and subcommittees to support the SWC’s philanthropic efforts to provide scholarships for deserving students residing in the Sausalito Marin City School District and to preserve the Julia Morgan clubhouse, a historical landmark.  Laura resides in Sausalito, CA with her husband and two children where her free time is spent boating with her family and friends and cheering on her kids in all of their various endeavors.  


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All investments include the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit.  The information described herein represents the philosophy, processes, and/or opinions of WealthSource, but may not represent the philosophy, processes, and/or opinions of or used by affiliates of WealthSource, including its Investment Adviser Representatives (“IAR”).  Consequently, you should consult with your WealthSource IAR to determine the applicability of the information described herein to the specific services that are being offered to you by WealthSource.  Furthermore, not all services mentioned herein are available to all clients or are offered by all IARs of WealthSource.  WealthSource is not a law firm and does not provide legal advice.  You should always consult with your legal and/or tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.