
| 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.
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
