Adam Lawrie
Strategic Wealth Planning, Cfp @Northwestern Mutual
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WORK HISTORY
Strategic Wealth Planning, Cfp @Northwestern Mutual
Detroit, MI, US
I provide answers for the questions people and businesses can\'t answer. If you hate taxes and trust math. we have a lot of fun. I work with clients across the county to help them gain freedom from the typical financial advisory model. Liquidity, efficiency and financial freedom are characteristics of the strategies my client cherish. Let\'s connect: 31••••••52 or a••••••••@nm.com
ABOUT ADAM LAWRIE
My mission is.to be the “guiding light” for entrepreneurs, families and small businesses through financial planning. I use my fiscal expertise to enable my clients to mitigate risk, preserve capital, and maximize returns in a disciplined, tax efficient way. I deliver these services through relationships and consistent communication. Areas of specialty- small business cash management, restricted stock option strategy, real estate funding, legacy tactics, executive compensation and retention, liquidity event planning.
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