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Lawrence Legacy Group, LLC / Odiorne Point Asset Management, LLC

Headshot-Greg
Company: Lawrence Legacy Group, LLC / Odiorne Point Asset Management, LLC
Contact: Gregory Lawrence CFP®
Address: 21628 Berwhich Run
City: Estero
State: FL
Zip: 33928
Phone: 239-354-7934
Fax: 239-465-4688
Email: greg@lawrencelegacygroup.com
Website: https://lawrencelegacygroup.com

About My Practice

Our Roadmap to Retirement process integrates Tax Reduction, Custom Asset Management and Estate Planning to create a comprehensive retirement plan.

Our investment process targets superior returns with less risk than traditional IRA or 401k investment choices.

We coordinate your tax reduction, investment and estate decisions so you can enjoy your retirement years more comfortably.

Federal Retirement Workshops

For federal retirement workshop locations and dates, visit: https://fedimpact.com/gllg

Offering Advice Since

30+ years

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Our FERS+ Roadmap to Retirement process, integrates comprehensive financial planning with a specialized understanding of Federal Benefits.

Licenses, Certifications, Education, and Affiliations

Designations:  Gregory W. Lawrence CFP®, ChFEBC
Insurance Licenses:  Life and Health
Security Licenses:  Series 7, 65 and 6
Education: Attended St Anselms College, Merrimack College for Financial Planning
Investment Advisor Registration:  Partner & Investment Advisor of Odiorne Point Asset Management, LLC. Portsmouth, NH CRD# 1122651

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Hourly fee for Precious Metal Consultation

My Association with the Office or Firm

Owner/Partner

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.

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