Services

Convenient Monthly Statements  -  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.

Insurance Services  -  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.

Custodial Services  -  for your IRAs, 401(k) plans, or pension and profit sharing plans, including any retirement programs.

Registration Department  -  Designed to assist you in estate transfers, our Registration Service Center also offers estate liquidation, redemption and re-registration of securities.