John Lawrence
Investment Adviser Representative
OFFICE: 913-645-4820

MOBILE: 913-214-1590

7300 W 110th Street, Suite 700
Overland Park, KS 66210

9 a.m. to 5 p.m. M-F and by appointment
Areas of Focus

Specializing in working with IT Professionals.  IT offers a lucrative career but has the same challenges of life with added complexities.

Ideally, we would all like to hit retirement with your health and your money intact.  Sometimes, life happens and you reach retirement with one of the two suffering.  We help you get back on track and make the most of what you have achieved.

Let me explain...The majority of our clients have had great careers only to have life get in the way.

- Divorce

- Job loss(es)

- Taxes

- Child support and alimony

- Budgeting issues

- Theft

- Cash flow issues

- Student loan debt

- Car loan debt

- Mortgage debt

- Health issues

- Educating your kids

- Caring for an ailing parent or in-law.  

The list goes on and on…

Let’s face it, there are a lot of attacks on your income, finances, and savings.  Not everything in life goes smoothly.

The stress of life coupled with financial stress can bleed into other areas of life.  Health, marriage, family, career all suffer.  All this can, at times, leave you feeling trapped, stuck, or in a rut.  Leaving you feeling like you NEED to seek greener pastures to “deal with” the issues. 

Leaving you vulnerable to what I call predators in the job market. The wolves are waiting.  Offering “contract” jobs where you are paid more, but you are now responsible for your own benefits.  Offering jobs with promised RSUs that are great, but without proper planning kick you into a much higher tax bracket causing a new set of problems and sometimes leaving you even worse off even though you are making much more money.

This is where we help.  Developing a plan for how to fend off the attacks on your money and your savings. Helping you rebuild after a personal or financial loss or guiding you through how to handle an existing financial problem. Assisting with how to plan after an illness.

Our goal is always to help you reach retirement with your health and money in the best shape possible so you can live the way you would like. 

Interests & Community Participation

Rotary Club 13

Kansas City Chapter of American Pilgrims on the Camino

Knights of Columbus

Children's Charities


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