Laura G. Bruce, CFP^®

ChFC^®

ALASKA PERMANENT CAPITAL MANAGEMENT

3800 Centerpoint Drive, Ste 910
ANCHORAGE, AK 99503

(907) 646-3509

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

General

Laura Bruce is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at ALASKA PERMANENT CAPITAL MANAGEMENT in ANCHORAGE, AK and the surrounding communities.

Financial Advisor Overview

We provide sound financial advice and portfolio management allowing you to focus on your business, family and personal goals with a sense of empowerment and well-being.

We provide a comprehensive plan that includes:

Varying Scenarios of Savings and Investment Strategies
Income Planning in Retirement
Cash Flow and Spending Plans
Tax Considerations

We ensure you have key retirement questions answered:

Longevity - How can I assure I will not outlive my assets?
Health Care - How do I account for the rising cost of health care?
Inflation - Does the future costs of good and services affect my plan?
Asset Allocation - Is my current portfolio overly conservative or too aggressive?
Withdrawal Rate - What's my withdrawal strategy to have peace of mind during economic downturns?

Financial Advisor Experience

Senior Vice President, Director of Client Relations @ Alaska Permanent Capital Management 2007-Present

Financial Advisor/Institutional Relationship Manager @ Wachovia Securities Financial Network 1999-2013

Vice President, Private Banker @ Bank of America 1994-1999

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Analyst (CFA)
Chartered Financial Consultant (ChFC^®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances