Lawrence Legacy Group

A Concierge Financial Firm

ROADMAP TO RETIREMENT

PLAN FOR YOUR FINANCIAL FUTURE TODAY

Your Roadmap to Retirement should be as unique as you!

OUR COMPANY PHILOSOPHY

At Lawrence Legacy Group protecting our clients’ wealth is the foundation of what we do.  We begin by focusing on secure retirement income that seeks to meet our clients’ essential retirement needs.  Secondly, we develop a plan that seeks 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.

OUR CLIENT APPROACH

Lawrence Legacy Group is a concierge firm dedicated to personalized service and comprehensive asset review. Rather than large investment firms that manage you the same as thousands of others, we customize your investments, tax strategies, and estate planning needs in a comprehensive manner that seeks to accomplish your specific goals.
Concierge means that all your individual financial needs and personal goals become a priority for our entire firm. We listen to your specific needs and serve you and your family as you need us.

Start Your Personalized Roadmap to Retirement Today!

NICOLE LAWRANCE

Executive Assistant

ROADMAP TO RETIREMENT

Start Your Personalized Roadmap to Retirement Today!

ROADMAP TO RETIREMENT FOR FEDERAL EMPLOYEES

UPCOMING FEDERAL BENEFIT WORKSHOPS

If you’re a federal employee wanting to review your benefits or prepare for retirement, we encourage you to attend one of our upcoming FedImpact Retirement Trainings by ProFeds. Hope to see you there!

Learn about your Federal Retirement Benefits today!

JANUARY 9TH, 2026

OCTOBER 14TH, 2025

Some Questions We Can Help You Answer

How Much Do I Need to Retire?

Should I Have a Trust or a Will?

Should I Own Precious Metals?

Is a Roth Conversion Right for Me?

Should I Rollover My TSP or 401k?

Do Annuities Belong in My Portfolio?

How Do I Plan for Long-Term Care?

Why Should I Use a Fiduciary?

To Answer These Questions And More Schedule a Complimentary Session With Greg!

INVESTMENT PHILOSOPHY

Our investment process targets superior returns with less risk than traditional IRA or 401k investment choices. We coordinate your tax reduction, investment and estate decisions so you can enjoy your retirement years more comfortably.

We customize financial strategies that fit your personal lifestyle needs

TSP/401(k) Rollover

Long-Term Care Strategies

Life Insurance

Estate/Legacy Planning

Fixed Index Annuities

Roth Conversion

Precious Metals

Retirement Income Planning

Take Control of Your Financial Future Today!

ARTICLES

HOW GOLD PROTECTS YOUR PORTFOLIO FROM LOSSES

HOW TO MAXIMIZE SOCIAL SECURITY WITH SPOUSAL BENEFITS

CAN YOU HAVE A ROTH IRA
AND 401K?

Investment Advisory Services are offered through Odiorne Point Asset Management, LLC, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions. Investing involves risk, including the possible loss of principal. Insurance Company products are backed by the financial strength and claims paying ability of the issuing company. We are not affiliated with any government agency.

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.

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