About Us |
John Lawrence | Retirement Planning Specialist
John has a passion for helping others, and retirement planning is a fulfillment of this passion. By working diligently and methodically with his clients, John develops solutions to help his clients gain peace-of-mind, knowing their financial future is sustainable. He believes that goals are the most important requirement in a retiree’s financial portfolio, and he excels at finding solutions to fulfill those goals.
With over 20 years in the retirement planning industry, John’s primary focus is to help families reach their retirement financial goals. He is a diligent educator of the retirement process. He believes in taking the extra time and care needed to educate his clients and help them understand the process and the solutions presented, helping them navigate their biggest retirement hurdles with ease. He goes above and beyond- to find the best personalized strategy for each client, every time. When John is not helping others reach their financial goals, he enjoys spending time with his friends and family. He is a firm believer in paying-it-forward and serving others in his community. |
Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Helping You Enjoy a Worry-Free Retirement
Listen Every Week!
WHP 580 AM
Saturday 2:00 - 3:00 pm
Saturday 2:00 - 3:00 pm
When it comes to getting safer with your retirement, sometimes the
first step is the hardest. We want to make it easy for you and take away the anxiety and uncertainty that often comes with working with someone new. Now you can read all about John’s safe money strategies and how he’s helped hundreds of retirees just like you. Did you know that Warren Buffet’s number one rule to investing is never lose money? He also has a second rule… |
We Love To Meet New People!
Contact Us
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