plan for your
Our Team Is Committed To Helping you
Make Your Dream Retirement A Reality
Our Company Philosphy
At Lawrence Legacy Group protecting our clients’ wealth is the foundation of what we do. We begin by focusing on secure retirement income to meet our clients essential retirement needs. Secondly we develop a plan to safeguard their wealth against all potential risk while maximizing investment returns.
When our clients decide to work with us, they are making the decision to take control of their lives, rather than having the stock market and its uncertainties dictate their retirement lifestyle.
Roadmap To Retirement Process
- Our RoadMap to Retirement process integrates Tax management, Custom Investment Management
and Estate Planning to produce a comprehensive retirement plan.
- Our Custom Investment process targets superior returns with less risk than traditional
IRA, 401k, or TSP choices.
- We assist our clients with Tax Reduction Strategies, Maximizing Retirement Wealth & Income
and helping them through their Estate Planning process.
- Our goal is to simplify the client experience so they can enjoy their retirement years.
We Invite You To Experience Your Personalized Roadmap to Retirement
Take control of
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 Planning
Long-Term Care Strategies
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.