Ann Hauser Laufman
Helping individuals and business owners plan for their prosperous financial future is second nature for Ann. Whether it is guiding individuals through retirement, pension planning, wealth management and estate planning, running the Financial Planning Program for a prestigious credit union or putting on a mentoring event for 600 businesses, Ann Hauser Laufman exudes a vivacious energy and passion for the financial planning industry.
Ann received her CERTIFIED FINANCIAL PLANNER™ Professional designation from Rice University and her Certified Long Term Care Specialist and Certified Family Business Specialist designations from the American College. As a CERTIFIED FINANCIAL PLANNER™ Professional, Ann’s focus is acting in her client’s best interests.
Ann has been continually recognized in the financial planning industry and was the first women in her agency’s 100-year history to be awarded “Agent of the Year” in 2006 & 2010. She was also named the 2009-2010 “Woman of the Year” by the National Association of Professional Women. Ann’s diligence and love for the financial industry has been acknowledged through various financial publications. She has been quoted in Forbes Magazine, featured in the Wall Street Journal, and featured in Texas Monthly as a 11-time consecutive winner of the Five Star Wealth Manager Award. *
Ann Hauser Laufman is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. (www.sipc.org). Supervisory Office: 3 Greenway Plaza, Suite 1500, Houston, TX 77046. Phone: (713) 402-3800. CA Insurance License Number 0E346267
* The FIVE STAR Wealth Manager Award is granted by Five Star Professional, an independent marketing firm. This award is not indicative of future performance and is based on nominations by industry professionals in a given market area and objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets.
Five Star Wealth Manager award winner eleven years in a row (2012 – 2022)
Ann’s Expertise Includes:
Estate and Business Planning
Tax Reduction Strategies
College Funding Strategies
Disability and Long Term Care Income Strategies
Social Security Analysis