Financial Advisory

Intelligent & Comprehensive Financial Advisory Services

Financial Advisory services give you not only a financial roadmap, but also a compass to navigate the many challenges our financial lives encounter. Your Lawhorn CPA Group TEAM offers dedicated resources to individuals, families, and businesses that seek a flexible plan to meet financial goals.

“Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.”  ~ Pablo Picasso

Our financial advisory services include a wide array of options. We work tirelessly to support individuals and businesses needing guidance in:

  • 401(k), 403(b), IRAs
  • Budget & Debt Management
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Succession Planning
  • Medical & Health Issues
  • Insurance
  • Tax Management
  • Cash Management
  • College Tuition Planning

Lawhorn CPA Group’s financial experts are ready to help assign priorities to your financial goals, perform risk management planning, and create effective tax planning strategies designed around your life, income, and investments.


Retirement Planning

Tools, strategy, and advice on trusts, investment and income planning, and more to achieve financial independence.  

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Trust + Asset Protection           

Comprehensive trusts and asset protection plans to help you safeguard your wealth and achieve your financial goals. 

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Estate Planning

Powerful, proven, strategic estate planning to save money on your taxes and plan for your future.

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