Trevor Lawson, CFP®, AIF®, RICP®, TPCP® , ChFC® , CLU®, CDFA®

Website: www.Trevor-Lawson.com

People choose to work with me because of my patience, empathy, and dedication to being a resource for their financial independence. What this means to you is that as we engage in conversation about your objectives in life, I will design a plan of action that is tailored to your needs. The real benefit to you is knowing you have a strategy that can bring you closer to your personal, family, and financial goals.

Professional Services

Financial Needs Analysis

Retirement Planning

Wealth and Asset Protection Strategies

Divorce Financial Planning

Tax Planning Strategies

Estate Conservation Strategies

College Funding Strategies

Personal and Business Insurance

Life Insurance

Disability Income Insurance

Long Term Care Insurance

Professional Qualifications

CERTIFIED FINANCIAL PLANNER™ (CFP®) designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

Accredited Investment Fiduciary® (AIF® ) designation represents a thorough knowledge of and ability to apply the fiduciary Practices. Through fi360's AIF Training programs, AIF designees learn the Practices and the legal and best practice framework they are built upon. AIF designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures. 

Retirement Income Certified Professional® (RICP®) designation is appropriate for individuals working in the retirement income planning field and for those with a general background in financial services.

The Tax Planning Certified Professional (TPCP®) is a specialized designation from The American College of Financial Services that equips financial professionals with expertise in proactive, holistic tax planning. It focuses on integrating tax-efficient strategies into retirement, estate, and investment planning for high-net-worth clients.

Chartered Financial Consultant® (ChFC®) designation gives students in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning strategies.

Chartered Life Underwriter® (CLU®) designation is a respected designation of insurance expertise and provides in-depth knowledge on the insurance needs of individuals, business owners and professional clients.

Certified Divorce Financial Analyst® (CDFA®)- The role of the CDFA professional is to help both the client and lawyer understand how the financial decisions made today will impact the client’s financial future, based on certain assumptions. A CDFA professional is someone who comes from a financial planning, accounting or legal background and goes through an intensive training program to become skilled in analyzing and providing experience related to the financial issues of divorce.

FINRA Series 7 Securities License

FINRA Series 66 Securities License

Certified Financial Planning Certificate from Duke

Life Insurance License

Long Term Care Insurance License

Personal Qualifications

Financial Planning Association (Triangle & National Chapter), Member

Adult Education Instructor at North Carolina State University

Host of "Retirement with/On Purpose" Podcast

B.S., Chemical Engineering from North Carolina State University

Graduate of Woodberry Forest School

North Carolina native

Website: www.Trevor-Lawson.com