Our Goal

Providing You With The Right Solutions To Fit Your Financial Situation

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Experience, Integrity, and Imagination

How we do business

We believe that to serve our clients, we need to get to know your stories!

This includes your family, life, and financial situation.

get in touch

Get in touch by Email, website, or phone.

Feel free to reach out in whatever way is best for you.

I will be personally responding to you!

personal consultation

Personal Consultation

When we meet, we will talk about your goals, issues, and concerns, and plan for a way forward.

lets get started

Areas of Focus

We specialize in Estate Planning Strategies, Family Finances, Tax Planning Strategies, Intergenerational, Small Business, and Wealth Preservation Strategies.

Investment Management

Financial Planning

Providing team coordination and financial solutions for over twenty years.

If you’d like to learn more about how we can work together to achieve your financial goals, don’t wait to reach out!

Areas of expertise

FINANCIAL POSITION

Cash Flow

Cash flow analysis
Budgeting

Debt Management

Current debt analysis
Debt restructuring
Mortgage options
Debt reduction strategies
Credit score management
Financing options
Loan vs. lease

Emergency Fund

Structure and funding

Large Expenses

Education funding
Major purchase funding strategies

PROTECTION PLANNING

Life insurance
Disability income
Long-term care insurance
Health insurance
Homeowner’s and
renter’s insurance
Automobile insurance
Excess liability coverage
Group coverage

INVESTMENT PLANNING

Portfolio analysis
Asset allocation
Security selection
Cost and fees
Concentrated stock positions
Stock options and restricted stock
Non-qualified deferred compensation

TAX PLANNING

Deductions and credits
Tax efficient investing
Asset location
Ownership structures
Cost basis analysis
Tax loss harvesting
Carry forward losses
Health savings and flexible savings accounts
Liquidation strategies
Roth IRA conversions and re-characterizations

RETIREMENT PLANNING

Accumulation Phase

Retirement goal setting
Retirement income projections
Employer-sponsored retirement plans
IRAs and Roth IRAs
Fixed and variable annuities
Saving strategies

Distribution Phase

Income distributions strategies
Social Security optimization
Medicare/Medigap
Required minimum distributions
Pension options
Income annuities

ESTATE PLANNING

Wills
Beneficiary designations
Powers of attorney
Health care proxies
Living wills
Trusts
Guardianship for minors
Special needs planning
Business succession planning
Charitable giving
Legacy planning
Gifting strategies
Federal and state estate taxes

Investment Management

Financial Planning

Any more questions? Feel free reach out!

Phone, Email, or Get-in-touch are all great ways to let me serve you!

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Christina Constantikes Lawrence, MBA, CLTC | Wealth Management Advisor

* Investment-related services are provided by:

Signature Resources Capital Management, LLC – 4275 Executive Square, Suite 400, La Jolla, CA 92037
Phone: +1 (646) 670-7284 | Email: clawrence@srcmadvisors.com

Main Office: 100 Bayview Circle, Suite 100, Newport Beach, CA 92660

Specializing in multigenerational wealth transfer with a focus on philanthropy.

DISCLAIMER

The information contained on this website is for general information purposes only. The information is provided by Christina Lawrence and while we endeavor to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.

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