"I was rather surprised to realize that this TSA did exactly what (they) promised ... My taxes came out even to the dollar amount as planned and I was finally saving.  I called to have my TSA increased the very next year, and to thank LAWRENCE CARON & ASSOCIATES for making it work."
---Kris N., Montebello Unified

LAWRENCE CARON & ASSOCIATES has been with me for several years.  My refinance went very smoothly and I eased into early retirement with confidence and plenty of extra money. They set up a tax-free income source that pays my mortgage.  In 2005, I was happy to notice that I'd been spending 10% of my yearly earnings from my principal into retirement for the past ten years -- and I still have the same amount in principal."
--- Mary Rowe

Not only did LAWRENCE CARON & ASSOCIATES set up my TSA and manage it through the years, but with the help of a trust attorney, they helped my parents take advantage of their estate tax deductions, sheltering much of the family's hard-earned assets from taxation.
--- M. McCauley