Cornerstone Wealth Advisory, LLC
Education and Training:
- Boston University - Questrum School of Business
- Life and Health Licensed
- Series 6 and 63
- Retirement Income Certified Planner
Specialized Services Offered:
- Insurance Planning and Design
- Long Term Care
- Cash Flow Analysis
- Buy/Sell Agreements
- Business and Family Succession Planning
- Group and Executive Benefits for Business Owners & Their Employees
Lawrence takes a comprehensive approach in addressing the financial concerns of his clients. With a holistic approach in reviewing every aspect of your financial world that includes a healthy savings in liquid assets, tax/debt analysis, personal and family expenses, and college planning. With a strong emphasis on protection first planning. Insulating his clients against major financial threats such as lawsuits, premature death, and disability.
In his spare time Lawrence enjoys playing tennis, skiing, hiking and cooking. Larry has been married for 20 wonderful years. The couple gets the most enjoyment in watching their 3 children play on all their perspective sport teams and succeeding in their studies.