Lynn Lawrance, MBA, CLTC, CFP is an experienced and trusted independent financial advisor with over 20 years of expertise in the financial services industry. As a Certified Financial Planner professional, Lynn specializes in pre-retirement planning and works closely with retirees, providing investment management and customized planning to help clients achieve their financial goals. With a commitment to putting the client's best interest first, Lynn offers fee-based financial planning and asset management, tailoring financial plans and investment portfolios to suit each client's unique needs and resources.
Alongside her financial practice, Lynn is an active therapy dog team member with Heart of Texas Therapy Dogs, Inc. and a long-time member of the DFW Financial Planning Association. She is dedicated to providing knowledgeable advice and straight talk to her clients, ensuring they are well-informed and prepared for changes in their lives, tax laws, and the markets.
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