Ashton Lawrence, CFP^®

We have extensive experience working with entrepreneurs, small business owners, executives of large corporations and other high net worth individuals in developing and implementing comprehensive financial plans. This includes assisting with issues such as investment strategy, retirement planning, risk management, stock option planning, compensation and benefits planning, and estate planning. We actively and tactically monitor the markets to develop and deliver investment advice and strategies accordingly, offering true advice and not a sales pitch. We provide constant communication on what we see and the rationale for any actions we recommend. We believe this communication is important and helps build confidence. When people are confident in their investment strategies and financial plans, they feel more safe, secure and pleased. When they feel more safe, secure and pleased, all other connections are enhanced and the result on society is greatly affected for the better. We view this like a rock thrown in a lake that ripples out. Our ability to positively affect our clients current financial state and their state of mind can have far reaching implications, not only on their lives, but the lives they touch as well. Get in contact with us to see how we may be of service.

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Corporate Finance, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth