I've had the privilege of advising families on their investments and financial strategies for over 15 years, and one of the most important lessons I've learned is that there is much more to your financial success than just your investment portfolio.
Often families don't have a professional working to help them reach their goals. My focus lies in the major areas that need to work seamlessly together, not as stand alone topics, for a successful financial strategy.
Manage Risk to Your Money
What unexpected events, such as disability, job changes, accidents, illnesses, lawsuits or family emergencies, could prevent you from maintaining your financial confidence? Bad things can happen to good people - as much as we would like to believe otherwise. How can we mitigate these risks?
Managing Your Liquidity and Investments
Even if two families have the exact same amount of assets invested, their liquidity needs and time horizons for different blocks of money can be extremely varied. What have you done to prepare for abrupt market downturns?
Guide You with Your Retirement Options
Many people overlook significant tax benefits from correct placement of different asset classes in retirement assets and non-retirement assets - both in the accumulation and distribution phases.
Protecting Your Lifestyle Today and Into the Future
I can offer a non-judgmental, professional overview of your spending, saving and investing of your dollars and help you determine your priorities for today's lifestyle and your future lifestyle. I am an advocate of prudent choices with your money and pride myself on offering you wise stewardship of your investments and strategies.
I encourage you to give me a call at 276-328-6293 to discuss if working together could give you a better level of understanding and confidence in your overall financial success.
- Estate & Legacy Strategies
- Business Retirement Plans
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Special Needs Financial Considerations
- Employee Stock Options
My Personal Interests
- Spending Time with Family
- Personal Fitness
Office Address405 E Main St Ste A
Wise, VA 24293 opens in a new window
Mailing AddressP O Box 294
Wise, VA 24293
Phone NumberJames R Lawson at (276) 328-6293
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More