Lawrence R Kolka

As an experienced financial advisor, I provide clients with personalized financial services to achieve their financial independence. Through a strong partnership with each client, I utilize wealth strategies, including estate considerations, retirement planning and risk assessment to help them achieve their goals. By designing, building, implementing and maintaining a strategy, I guide my clients to financial security both in the short-term and long-term.

Working closely with your professional partners, such as CPAs and attorneys, our comprehensive process enables clients to address five key areas: smart financial decision-making, mitigating taxes, caring for their heirs, insuring their assets and magnifying charitable gifts. Our...