Nathan Lawson, CF2

About Nathan Lawson

With his sincere approach to financial planning,
Nathan Lawson takes time to understand the needs
and goals of his clients. Keeping their best interests in
mind, he educates clients on their options, generates
a plan, and by researching which companies have
the best options for each client, makes sure they are
confident with the financial plans for their futures.
“I enjoy seeing someone go from overwhelmed and
unsure to educated and comfortable,” he says.
Nathan specializes in retirement planning, 401k/IRA
rollovers and annuities. He also spends time with clients
educating them on Medicare and life insurance.
“I would rather do what’s best for a client and keep
them happy for the next 30 years, than worry that
they may find something better and lose trust in
me,” Nathan says.
Nathan prides himself on customer satisfaction and
strives to be the type of advisor he would use himself.
He believes the best way to keep clients informed and
comfortable is with personal interaction. His clients
are given his personal cell phone number, knowing
they can call him 24/7. Nathan understands that
contacting a financial advisor may take a few minutes
of his clients’ time, but says it’s worth it because minor
adjustments can be made to maximize incomes and
cut unnecessary costs.
“When I was a child our family struggled financially. I
had to help support my mother and two younger
brothers since the age of 6. We delivered the Detroit
Free Press and Detroit News for 20 years at 3:00
AM – 6:00 AM everyday while going to school.”
Nathan says. “I don’t like to see others struggling. I
enjoy helping them out. I’m able to do that at this job
and I love it.”
Nathan is married to his wife, Josey, and has two
daughters, 3 year-old Scarlett and 6-month old
Jubilee. Nathan enjoys staying active and takes
part in many community recreational leagues. He
is also an active member in his congregation.