Laurence Schiffman, CFP^®

During the 13+ years that Laurence Schiffman, CFP®, CLU® spent at a large firm, Laurence continued to feel the pressure to focus on products over planning and the limitations of what he was, and wasn’t, allowed to advise clients on. After a great deal of soul searching and due diligence, Laurence felt that the only way to eliminate those conflicts of interest and truly put his clients first was to transition to the independent space. In 2019, Laurence launched Traverse Planning, an independent advisory firm based out of Colorado. Knowing that finances are a very intimate and intimidating topic, Laurence and his team focus on making the planning experience as stress-free as possible. Laurence’s knowledge, accountability, and transparency has helped him to develop trust and lasting relationships with his clients. Laurence and his team specialize in working with clients that are retired, within 10 years of retirement, and those that are very tax-sensitive (business owners, individuals with equity compensation packages, etc.). For corporate clients, Laurence and his team help businesses design and manage low-cost retirement plans that are designed with both the company and the employees in mind. Laurence was born and raised in NJ but now lives in Arvada, CO with his wife Stephanie, son Hunter, and their dog Dolce. He is an avid skier, having competed in Ski-Cross at both the amateur and semi-professional levels. When he’s not skiing or in the office, you can find Laurence and his family out camping or traveling.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Personal Taxes