Our approach is truly unique in the financial services industry.
At Lawing Financial, we recognize that it is nearly impossible for a single advisor to manage hundreds or thousands of client accounts on a consistent basis. Over the last 25 years, we have discovered that the best way to serve our clients is to assign each their own personal financial team consisting of multiple investment advisor representatives, a trading consultant, and a risk management advisor. Each member provides a specific area of industry experience; works directly with the client, meeting and communicating on a contractual schedule; and provides the personal attention he or she desires.
Each financial situation is as unique as the individuals involved. An effective financial plan for a family of five will not work for an individual or business owner. Taking the time to properly evaluate your situation is critical to developing a solution that best meets your individual objectives. We continually monitor your needs, concerns, and objectives as they may change throughout the financial planning process. Interaction and communication is important and our team will continually inform you as to where you are in the financial planning process and what to expect next. You can be confident that we all have the same objective: to keep you and your financial goals our top priority.