- Listing all activity in your account plus a listing
of securities in your portfolio. A year-end summary
(for tax purposes) is provided to all Lawson Financial clients.
Because Lawson Financial is an independent insurance agency,
we select insurance companies we believe have the best combination
of coverage that meets the needs of our clients. Our
Insurance Department provides funding for estate taxes or
estate management needs.
Services - for your IRAs, 401(k)
plans, or pension and profit sharing plans, including any
Department - Designed to assist
you in estate transfers, our Registration Service Center also
offers estate liquidation, redemption and re-registration