Mason Lawley is a Northwestern Mutual financial advisor who helps individuals and small business owners achieve financial security.
Our mission is to help our clients experience true financial freedom by envisioning their ideal future, identifying key decisions that need to be made, and taking action together, one step at a time.
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While attending Concordia University Irvine and working for different companies, I witnessed the turmoil that can be associated with not having a solid financial plan put together. Many people I met and members of my family had been exposed to the harsh effects of 2008 and were still in recovery mode.
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It was during my time at Concordia that I realized the potential in helping others through proper financial planning. I witnessed, firsthand, the benefits of a solid plan and was driven by the opportunity to help professionals, young families and retirees re-establish their hope and remove stress and uncertainty from their financial plan.
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While we serve clients from all walks of life, we find we can add the most value with the following clients:
� Business Owners
� Professionals Approaching Retirement
� Physicians
� Attorneys
� Young Families
All that we do for our clients happens within the context of their vision, goals and the overall financial plan. With that in mind, our individual services include but are not limited to:
� Discovery of Mission, Vision & Values
� Financial Plan Design & Implementation
� Retirement Income Strategy
� Investment Management
� Insurance Audit & Implementation
� Estate, Legacy & Charitable Planning
If I can be a resource in any way our you’d like to learn more about our practice, please don’t hesitate to reach out!
� 949.863.5821
� [email protected]
� http://masonlawley.nm.com
