Lawrence Financial Planning, LLC

Financial ServicesFlorida, United States2-10 Employees

Lawrence Financial Planning was opened to provide you with the kind of financial help you really need. As a fee-only planning firm, our goal is to help you prepare for your financial future.

Our role as planners is to help you figure out where your money goes every payday, how to save for retirement, can you pay for college, how do you pay less taxes, and what is the best plan to protect your family if something happens to you. Yes, we also help with all those other decisions such as where to invest your 401k, reducing school loans, what to do with stock options, how to invest your retirement savings, and many others.

When you talk with us, we will provide you with straightforward solutions, no sales pitch, no commissions. We charge a flat fee that is calculated based on the complexity of your work, which includes what you own, what you earn, and other factors. The fee does not go up and down based on the performance of the stock market.

If you feel you can use guidance with your finances, some great ideas to improve your financial life, and a partner who wants to help you succeed, come visit us at Lawrence Financial Planning.

Sign up for free to view info

Email Format Employee directory