Do you want active management of your money?
While other financial advising firms are limited to offering only investment services or advice, Lawing Financial takes the well-rounded team approach to assist you in achieving your goal of financial freedom. A vital component of the team approach is our Investment Advisory Committee (IAC), comprised of nine advisors who each contribute a specific area of industry experience. Our IAC is responsible for actively managing thousands of accounts on a monthly basis through our propriety modeling system and determining whether investments are on target.
Your level of comfort is an important part of your financial success. At the beginning of our relationship, we use a Risk Tolerance Questionnaire to help identify your personal tolerance for risk. These results, in conjunction with your needs and objectives, guides our IAC to choose the most appropriate asset allocation portfolio model for you. Each model is built for different purposes and range from very conservative to aggressive. Furthermore, we utilize a strategic and tactical allocation strategy to help provide the best financial outcome possible.
Our interests are aligned
At Lawing Financial, we prefer to work with our clients through a fee-based relationship. This type of engagement enables us to provide more investment choices, flexibility, and unbiased advice. There will be no surprises – we will develop and agree to a fee schedule up front. Our compensation is directly tied to how your portfolio performs. Our goal is to grow the value of your assets, because when you do well, we do well.
We look forward to helping you take control of your financial future.
“We have developed a system that is very open, allows for a lot of good dialogue, and creates an atmosphere for creativity.”
~Tim Hakes, President, Lawing Fianancial Investment Advisory Committee
