As an independent financial planner, Lawrence has worked in the financial
and insurance industry for over 50 years and takes a long-term relationship
approach to working with his clients. He works with individuals, business
owners and key executives to develop strategies in the following areas:
- Individual and Business Financial Planning
- Estate Planning Strategies
- Retirement Plan Selection and Evaluation
- Special Needs Planning
- Investment and Insurance Analysis
- College Planning
Lawrence holds many professional industry designations including CLU
(Chartered Life Underwriter), CFS (Chartered Fund Specialist) and ChFC
(Chartered Financial Consultant).
Lawrence helps clients seek financial freedom and independence by helping
them establish clear goals and financial discipline. He works with clients to
prepare a plan that takes into consideration their goals, unique needs, time
frames and risk tolerances. Lawrence is committed to educating clients so that
they can make well informed decisions and find meaningful financial solutions
to their specific, personal circumstances.
Lawrence and his wife Suzy live in The Park Cities, where he is actively
involved in the community and Highland Park Methodist Church. His
community involvement spans a wide variety of non-profit organizations from
the arts to education and medicine. Among the list of organizations are the
Dallas Museum of Art, the University of Texas Southwestern Medical School
Children’s Cancer Fund and currently serving on the board of Senior Source
and The Alzheimer Advisory Board at UT Southwestern.
He likes to spend his free time golfing, fishing and oil painting.