What we do for families
Family Financial Navigators works with families to virtually provide family wealth coaching, organization and advocacy . We provide our clients support in the areas of:
- Investment Planning
- Estate Planning
- Insurance Planning
- Tax Planning
- College Planning
- Insurance Planning
Meet us
SAMUEL E. LAWSON
M.S. Family Studies and Human Services (Family Financial Planning)
B.S. Psychology and Research Methods
Former Registered Investment Advisor
Certificate in Personal Financial Planning
Profile
Samuel has been in the financial services industry since 2008 and has been advising clients on wealth management since 2009. He has dedicated himself to thoroughly understanding the financial priorities of individuals and families and then providing them with personalized attention, tailored coaching, organization and advocacy in the areas of investments, legal matters, and tax concerns.
Family Financial Navigators exists to simplify the burden of navigating the financial, legal and tax matters of families.
