Lynn Lawrance, MBA, CLTC, CFP®
My Practice
For more than twenty years, Lynn has served the financial needs of individuals, small business owners and professionals in North Texas. She works with her clients to:
Design and manage investment portfolios that balance risk and performance
Accumulate, protect and preserve wealth
Plan the distribution of wealth using tax-aware approaches
Manage funds from employer retirement plan rollovers, inheritance, divorce, and large sum settlements.
Develope a plan to address potential long term care needs in retirement
Advise clients who need to consolidate and manage their parents' assets.
Lynn is registered with Cetera Wealth Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC, a registered investment adviser.