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Lawton Partners Financial Planning

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Services

Financial planning for education, retirement, estate and business succession

On any journey, you won’t get far unless you have a plan for how you are going to get there. Our team of financial planners can help you draw the road map to reach your goals sooner than you think.

Investments

We partner with the top boutique investment firms to provide a disciplined, effective and transparent process to achieve the desired outcome.

All investment products are placed on a NO SALES CHARGE basis. This means you will never pay an up front sales charge or a deferred sales charge on any of our investment offerings.

Insurance*

We shop the market to provide the best value and most appropriate product for your life, disability, critical illness and long-term care insurance needs.

*Disclaimer: Insurance and insurance related products and services are provided by third parties and are not the responsibility of LP Financial Planning Services.

Educational Services

Our evolving series of seminars, workshops and speeches provides essential, jargon-free information you need to help plan for the future.

Client Login

Follow this link to sign in to your account using the LP Financial Planning Services client site portal.

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Get in touch

  • Phone: 306-922-2020
  • Fax: 306-922-0535
  • Email: Darcie Doell
  • Email: Laurianne Osmak
  • Email: Michelle Sawula
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