The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.
Karen L. Lawrence-Webster, CPA
Mission - Empower individuals, families and businesses to accumulate wealth, preserve wealth and strategically distribute wealth through education and motivation to help them fulfill their financial dreams.
Background - I've been a licensed Certified Public Accountant for over 22 years and prior to joining Equitable Advisors, I served over 15 years as the Finance Director for cities in Michigan with multi-million dollar retirement fund investment portfolios. I worked in public accounting for two (2) years as an auditor and developed Lawrence-Webster, LLC to assist small businesses and non-profits with internal controls and compliance.
The Approach - My preferred approach is to review my client's financial goals and investment objectives. In coordination with other trusted advisors, we formulate strategies that will help them reach their financial goals. As a registered representative and investment advisor representatative of Equitable Advisors, and as an insurance agent of Equitable Network, LLC, I can recommend the appropriate products and services to help implement the agreed upon strategies.
Value Added Services - Because I've worked hard to garner the trust and confidence of my valuable clients, I team with other professionals to provide comprehensive seminars to individuals, families, charitable organizations, small businesses, and students. I have a monthly column in WordUp magazine called Wealth Matters and I am a guest contributor to the Michigan Banner newspaper.
Comprehensive Wealth - With my husband and two sons, we enjoy a wealth of life opportunities which include: golfing, traveling, family events, swimming, skating, basketball, football, learning various communication methods and history, and participating in community events.
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.
We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.
We are a full-service wealth management firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.
1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.