We'll be your anchor.
Helping people live better through financial planning, protection and growth.
WHY CHOOSE OUR TEAM?
We don’t strive to be all things to all people. Instead, we focus on what we know best: using leverage to create tax-free wealth transfer and tax-free income. With decades of experience in the insurance field, our team has helped countless individuals strategically use insurance to get where they want to be.
There are a variety of forces and factors that can have an effect on your portfolio, which is why we always strive to use our specialized knowledge and resources in a comprehensive way. By working with any of your current advisors or CPAs, we ensure that the planning we do for you is in line with your goals.
Life doesn’t wait for a convenient time to throw obstacles and opportunities your way, so we’ll never leave you waiting for support. Our team is always at the ready to enhance and secure your portfolio — no matter what life may bring.
CLU®, ChFC®, REBC®, CLTC®, CFS®
We want to leverage the greatest minds and resources in the country to grow your business. By partnering with industry-leaders from a variety of fields, we become an all-inclusive planning platform that gives you a unique edge.
By partnering with Marshall & Stevens, Lawrence has the capability to connect you industry-leading business valuation consultants. Whether you need a customized succession plan, or you are looking to increase the value of your business for a potential sale, Marshall & Stevens are the go-to firm for advisors who want the best for their clients' businesses.
Our team serves individuals from a variety of positions through powerful, tax-efficient strategies. We specifically design plans that take advantage of the special place in the tax code that life insurance holds. Whether you are wondering how to sustain and grow your portfolio in preparation for retirement, or you are looking to create more security in your career, we’re here to walk with you every step of the way.