Lawrence Financial Planning

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Our Services

Do you ask yourself any of these questions?
• When will I be financially independent?
• How much will I need to retire?
• What is my savings progress toward my goals?
• How can I reduce my taxes?
• Do I need life, disability or long term care insurance? How much? Are all my risks covered?
• How can I make sure my estate is distributed the way I intended?
• How can I plan for and finance that new car, new home, vacation, or other special goal?
• What is the best way to save for college? How much do I need to save?
• Do I need to adjust my financial plan if I just got married, divorced, or had another child?
• How can I reduce debt and save more?
• If I already have a financial plan, do I need to make any changes?

To help you answer these questions, and reach your goals, our services include, but are not limited to:
• Goal setting
• Financial planning
• Investment Review and strategy implementation
• Tax planning
• Education funding
• Pre- and Post-Retirement planning
• Stock option review
• Budgeting and Record Keeping
• Debt management
• Estate planning strategies
• Review of Insurance Coverage and Needs
• Lump-sum distribution advice
• Financial seminars