James R Lawson

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...