Beverly Hills proud, since 1983
We specialize in tailored financial and insurance strategies for today's consumer.
For more than 30 years, we've helped thousands of people navigate the complex world of health care, life, and disability insurance, along with retirement planning, key-person and buy-sell insurance.
Through strategic partnerships with the nation's leading insurance providers, we pride ourselves on developing unique solutions for your individual, small group, and corporate inquiries.
Jim Lawson, CLU, ChFC
Mr. Lawson is a 30+ year veteran of professional financial strategy and a leading expert in the dynamic fields of life and health insurance.
He holds a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designation from The American College and multiple degrees from Brown University.
Mr. Lawson has served on the Board of Directors of the Los Angeles Association of Life Underwriters and maintains a professional affiliation with the National Association of Insurance and Financial Advisors (formerly NALU), the National Association of Health Underwriters, and the Society of Financial Services Professionals (formerly American Society of CLU and ChFC). He also holds an esteemed affiliation with the Association of Health Insurance Advisors.
As Founder and CEO of Lawson Financial, he maintains an outstanding and undisputed reputation as a one of the most trusted and experienced names in the industry.
Helena Ilic, Executive Assistant
For more than 20 years, Ms. Ilic has dedicated herself to the success of Lawson Financial. Her analytical brilliance and tireless work ethic remain a cornerstone of the company.
Ms. Ilic is a graduate of Marymount College (Palos Verdes) and the University of Southern California. She is also bilingual with a fluency in Croatian.
William E. Phifer, III, CLU
Mr. Phifer started in the life insurance business in 1956. In 1962 he became a Chartered Life Underwriter, a designation from the American College and is a graduate in Business
Administration from the Universityof Missouri.
Mr. Phifer served as President of the Los Angeles Association of Life Underwriters, now known as the National Association of Insurance and Financial Advisors and the Los
Angeles Chapter of the American Society of Chartered Life Underwriters, now known as Society of Financial Services Professionals.
He was also President and Founder of the Wilshire Estate Planning Council,
now known as the Los Angeles Estate Planning Council. His primary endeavor was work in the Business and Estate Planning area. He now provides a source of information in these fields for Lawson Financial.