Plan for Your Financial Future,
Starting Today

Our team is committed to helping you make your dream retirement a reality.

Our Team

At Lawrence Legacy Group, protecting our client’s wealth is the foundation for all that we do. Specializing in secure retirement income, we believe in guarding your wealth against potential risk while maximizing a safe return. Our practice has been built on providing a complete financial plan for our clients by understanding their current and future financial goals. To achieve this, we have crafted a multi-layer plan to help our clients make money and live happily today, as well as live securely when the markets inevitably change in the future. When our clients decide to work with Lawrence Legacy Group, they are making the decision to take control of their future rather than allowing the stock market to dictate their lifestyles. We are a team of financial professionals that care deeply about the financial well-being of our clients and have the financial expertise to help them build the retirement they have dreamt of.



Take Control of
Your Future

Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:


Retirement Income Strategies


Wealth Management






IRA/401(k) Rollovers


Asset Protection Strategies


Life Insurance


Tax-Efficient Strategies


Long-Term Care Strategies


IRA Legacy Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Attend an
Upcoming Event

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Come Meet with Us

To learn more about Lawrence Legacy Group or to schedule a no-obligation meeting, contact us today!

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By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.