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7 Significant Life Events We Help Our Clients Navigate

The way we see things, the work doesn’t stop just because we’ve helped our clients tackle the problems that brought them to our door. We’re always looking for ways to add value to our clients’ lives. And sometimes, the best thing we can do is be there during those important life events when they need us the most. Here are 7 examples of those significant life events that we help our clients with.

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5 Tax Planning Questions We Help Our Clients Answer

Most people might believe that taxes should be left to the accountants. At Lawrence Financial Planning, we believe that most tax returns should be prepared by a tax professional. But we also believe there are many tax-related things a financial advisor can (and should) do for their clients. That’s why we help our clients each year with tax planning.

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7 Retirement Questions We Help Our Clients Answer

When you retire, things change. After all, you no longer have the stability that comes from having a steady job or owning your business. And the simple mindset of “spend less than what you earn” no longer applies. So, you might have more questions than answers as you enter this new phase of life.

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5 Reasons Your Financial Advisor Should Help You With Tax Planning

Small business owners and real estate investors both understand that taxes can be considered a filter on how much wealth you accumulate. Early on, they hire accountants to help them avoid tax mistakes and to ensure their business decisions are tax-savvy ones. This allows them to keep as much money as possible to reinvest in their businesses, which in turn allows them to accumulate wealth. This also assumes that a successful small business owner or real estate expert is expert in their field.

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