Financial Planners in Lawrence

“Wonderful people and delightful customer service.Fee is reasonable, requests and contacts for further documentation are cordial and have proper followup times. I can't say anything more to say that for what they do and how they do it I can't imagine a better group of people to work with for my taxes each year!“

“We worked with Kaylin ahead of our wedding and she was a great guide to combining finances for two adults who already had a lot going on. Would definitely recommend her!“

“By far the most selfless and informative IBC group. Love their informative videos with very relatable IBC policy strategy examples, and also their Dollars and Nonsense podcasts are great. I discovered them two months ago and started listening to their original starting podcasts from the beginning while driving to and from work and I have already listened to them all and patiently wait for their next biweekly episodes of great IBC info and strategies. I live in Canada, so unfortunately can not purchase American policies, but I haven't found as good of a learning IBC group here in Canada than Living Wealth.“

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“Bowersock Capital Partners (bcp) has provided me with a range of financial services. Every member of this organization with whom I have had contact over a period of more than two decades has been knowledgeable and helpful.“

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