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!“

“WOW! Kaylin was beyond thorough, helpful, and kind. She made investing, saving, and budgeting work for me in a way I didn't know possible before! She is so diligent and knowledgable, very fun, and has a humanistic approach. She knows that people all have different priorities, and makes sure your financial plan fits YOUR life and YOUR goals. 1000% recommend. Imagine feeling peaceful about money and having a clear road ahead with few steps. Hire her!“

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“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.“