Lawrence Friedrichs (CFP®, CPA)

Lawrence Friedrichs focuses in the
following client markets or areas of practice:

Business Owners

Investment Advice with Ongoing Management

Middle Income Client Needs

Tax Planning

Planning Specialties

A comprehensive approach including goals and values, risk management, the investment process, college planning, career planning, retirement planning and income and estate planning.

Additional Information

Holistic and comprehensive approach to the financial planning process. Includes 25 years experience as a Certified Public Accountant specializing in personal and business tax planning and preparation. Includes 15 years as a Certified Financial Planner. A one person independent planning practice dedicated to assisting you in accomplishing your unique financial goals. Affiliated with a nationwide group of over 100 fee-only financial advisors known as the Alliance of Cambridge Advisors (www.cambridgeadvisors.com). This dedicated group of planners share education and experience as well as tools and techniques that allow me to better assist you with your unique financial journey. Services can be provided on a retainer basis (full access for one year for a set fee), project basis or hourly. Ask me how this differs from the “assets under management” approach of most fee-only advisors.