We are independent financial advisors that have been helping our clients establish and maintain their long-term financial goals through our affiliation with Commonwealth Financial Network. If you're not currently acquainted with us, we've established this website as a way for you to get to know us and understand how we can help you get to that point where you'll feel confident about reaching your financial goals.
Services
We founded our practice, DBA Lawless Financial Group, because we felt that many investors were being underserved by the typical Wall Street model of investment firms: the one where they sell you their own products in order to meet their target sales goals, not your financial ones. That your investments are recommended because they are best for you, not for some corporation.
Before we work with you to implement a financial program, we take the time to understand your goals, needs, challenges, and attitudes. Your money cannot serve you effectively if we advocate a course of action that you feel uncomfortable with. By actively participating in the planning process, you retain control each step of the way.
Use this helpful planning guide to start organizing your finances and identify the issues that affect you most. When you understand how to take full advantage of a 529 plan, it can be a powerful college savings tool. After the historic Obergefell decision, it's important for LGBTQ+ couples to comprehensively review their estate plan.
Most clients will use the Investor360° button to access detailed account information and their monthly consolidated statements online. Watch this short video to learn how Investor360° delivers easy online access to your complete financial life. If you would like to access your account online but do not have login credentials, please contact our office for assistance.
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