Laura’s Approach
Laura K. Rhoades
CFP®
Financial Advisor
Overview
Laura Rhoades is a financial advisor in Savant’s Birmingham, Alabama, office, where she helps individuals and families build clarity in their financial future through comprehensive planning. Laura is committed to helping create clear, personalized strategies that address the realities of life’s unpredictability and the needs of each client she serves.
As a CERTIFIED FINANCIAL PLANNER® professional, Laura works across every area of financial planning, including wealth transfer, philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Laura has worked in the financial services industry since 2006, including her time as a financial advisor at Bridgeworth before it joined Savant in 2023. She is a member of the Financial Planning Association of North Alabama, the Walker County Chamber of Commerce, and The Collective, which is an initiative of the Walker Area Community Foundation. She also supports families in her hometown of Jasper through the Pregnancy Test and Resource Center.
She earned a bachelor’s degree in consumer sciences with an emphasis on family financial planning and counseling, along with a minor in history, from the University of Alabama, graduating summa cum laude.
Laura and her husband, Alan, have three children and are active members of Zion Rest Primitive Baptist Church. She loves playing pickleball, listening to audiobooks, and coaching her daughter’s recreational soccer teams for the past two years.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Alabama
Bachelor of Science in Consumer Sciences with emphasis on Family Financial Planning and Counseling and a minor in History, summa cum laude
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- Financial Planning Association of North Alabama – member
- Walker County Chamber of Commerce – member
- Pregnancy Test and Resource Center – supporter
- The Collective – member
- Zion Rest Primitive Baptist Church – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
What to Do After a Data Breach and How to Spot Common Scams
Learn practical steps to respond to data breaches and recognize common scam tactics that can put your personal…
Questions to Ask When Hiring a Financial Advisor
Ask these 10 key questions to help find a financial advisor who aligns with your goals and provides…
Retirement Myths Debunked
Naturally, people fear losses more than they value gains. This is why many clients worry about financial setbacks….
The Hidden Risks of FinTech: Are Your Digital Deposits Really Safe?
Financial technology (FinTech) has transformed money management, offering speed and convenience. However, recent failures like Synapse Financial Technologies'…
All Insights by Laura K. Rhoades
5 insights
What to Do After a Data Breach and How to Spot Common Scams
Learn practical steps to respond to data breaches and recognize common scam tactics that can put your personal…
Questions to Ask When Hiring a Financial Advisor
Ask these 10 key questions to help find a financial advisor who aligns with your goals and provides…
Retirement Myths Debunked
Naturally, people fear losses more than they value gains. This is why many clients worry about financial setbacks….
The Hidden Risks of FinTech: Are Your Digital Deposits Really Safe?
Financial technology (FinTech) has transformed money management, offering speed and convenience. However, recent failures like Synapse Financial Technologies'…
The 7 Habits of Highly Effective Financial Planning
Stephen Covey’s The 7 Habits of Highly Effective People provides a powerful framework for personal and professional success….
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.