Who We Serve
Our clients include those nearing or in retirement, business owners, career professionals, and people with new and unique situations in their financial lives, such as the sale of a business, inheritance, widowhood, divorce, or a generational wealth transfer.
Stages in Life
Near Retirees
Retirees
Business Owners
Career Professionals
New Life Stages
Sale of Business
Inheritance
Widowhood/Divorce
Generational Wealth Transfer
Wealth Management
Creating a financial roadmap is often the first step in knowing where you stand and in helping to achieve your goals.
Investment Management
Our investment management is based on an in-depth research process we’ve developed and worked with for 30 years.
Are You Prepared for Retirement?
Enjoying the post-career lifestyle you envision requires careful planning. Get your comprehensive guide now to ensure you are on the path to your desired retirement.
About Us
Lawson Kroeker’s disciplined, patient investment management process focuses on owning a small group of individual businesses’ stocks and bonds. Established in 1986, the firm has under management approximately $600 million in assets.
Lawson Kroeker is invested alongside you. The securities we recommend to clients we own as well. When you succeed, we succeed. This means our investment goals are aligned together.
Current Client Relationships
Million In Assets Managed
Supporting Client Needs
Insights
Building Wealth for Retirement: Strategies for Financial Security
In this module, we will discuss the fundamental aspects of retirement planning, with a focus on building and maximizing wealth. We will discuss the need to invest early and regularly, how to assess your risk tolerance, and how to explore the potential retirement plan...
Retirement Planning: 7 Essential Life Issues to Consider
High-earning young career professionals may be too young to think about essential life issues related to retirement planning. These essential life issues go beyond what, where, and how much to...
The 10 Questions to Ask When Planning for Retirement
Many young career professionals with the potential to earn substantial money over their lifetime have no investment plan for retirement. You may think that retirement is 30 or 35 years away, so why...