Stifel | Elrod, Jones & Lawrence Financial Group

The Elrod, Jones & Lawrence Financial Group is a team of dedicated financial advisors committed to helping individuals and families navigate the complexities of wealth management and retirement planning. Founded on the principle of personalized service, we strive to build enduring relationships with our clients based on trust, transparency, and a deep understanding of their unique financial aspirations.

Our team of three experienced professionals brings a wealth of knowledge and expertise to the table, ensuring that you receive comprehensive and tailored advice every step of the way. We believe that the key to successful wealth management lies in developing a customized plan that aligns with your specific goals, risk tolerance, and time horizon.

Our Approach to Financial Guidance

At The Elrod, Jones & Lawrence Financial Group, we take a holistic approach to financial planning. We work closely with our clients to understand their financial situation, current needs, and future aspirations. Through open and honest conversations, we identify potential opportunities and challenges, allowing us to develop a roadmap for achieving your financial dreams.

Our process begins with a comprehensive financial assessment, during which we gather detailed information about your income, expenses, assets, liabilities, and investment experience. Based on this assessment, we create a personalized financial plan that outlines your investment strategy, retirement plan, estate planning considerations, and other important financial matters.

We understand that financial planning is an ongoing process, not a one-time event. As your life circumstances and goals evolve, your financial plan should adapt accordingly. We are committed to providing ongoing support and guidance to ensure that your plan remains on track and aligned with your changing needs.

Our Services

The Elrod, Jones & Lawrence Financial Group offers a wide range of financial services designed to meet the diverse needs of our clients. These services include:

• Investment Management: We create and manage customized investment portfolios tailored to your risk tolerance, time horizon, and financial objectives.
• Retirement Planning: We help you develop a comprehensive retirement plan that takes into account your desired lifestyle, estimated retirement expenses, and Social Security benefits.
• Estate Planning: We work with you to create a comprehensive estate plan that protects your assets, ensures the smooth transfer of wealth to your heirs, and minimizes estate taxes.
• Tax Planning: We provide guidance on tax-efficient investment strategies and help you minimize your overall tax liability.
• College Savings: We offer strategies for saving for your children's or grandchildren's education expenses.

Our Commitment to Client Satisfaction

At The Elrod, Jones & Lawrence Financial Group, we are dedicated to providing exceptional client service. We believe that our clients deserve personalized attention, clear communication, and sound financial advice. We strive to build lasting relationships based on trust, integrity, and a genuine commitment to your financial well-being.

We encourage you to contact us today to schedule a consultation. We would be happy to discuss your financial needs and explore how we can help you achieve your financial goals.