Who we are
J.A. Lawrence Wealth Management is a family firm focused on securing your family’s financial security. Our mantra is to teach people how to “RETIRE TRULY SAFE”.
To us, “retiring truly safe” means taking a zero-excuse approach to your financial security. No matter what financial calamity may lay ahead- we strategize how to protect families even in the worst of times- while growing their nest eggs for tomorrow.
These ‘safety values’ are also applied to taking the correct approach to tax planning before and during retirement. Financial planning is synonymous with Retirement Tax Strategies with J.A. Lawrence Wealth Management.
We are proud to offer our clients tax planning, financial planning, and portfolio management all for one flat fee each year.