Financial Planning
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Investment Services
Steve Lorson, an LPL Financial Advisor and owner of Lorson Financial, LLC, brings over 15 years of experience in the financial services industry. He specializes in asset management, financial planning, income strategies, investment strategies, and retirement planning. Steve holds FINRA Series 7 and 66 licenses and is life, health, and variable insurance licensed in Ohio. Before founding Lorson Financial in 2021, he held various advisory roles in the banking sector. A graduate of Orrville High School, Steve earned his Bachelor’s degree from John Carroll University and an MBA from Webber International University.
Beyond his professional life, Steve is deeply involved in his community. He serves on the boards of the Orrville Community Development Corporation and Orrville Alumni Association and supports local non-profits, including the Orrville Rotary Club and Exchange Club. When he’s not assisting clients, Steve enjoys spending time with his wife, Christina, and their three children, as well as golfing, camping, and engaging in community activities.
- Reviewing Your Current Financial Plan
- Retirement Planning
- Plan personal affairs, wealth distribution, and financial steps for your ideal retirement.
- Retirement Income Strategies
- Balance work, leisure, and effective financial management beyond budgeting.
- Funding for college and other education
- Life and Long Term Care Insurance
- And more… just ask!
Investments
Lorson Financial offers a wide range of investment services, including bonds, common stock, educational IRAs, Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, brokerage accounts, treasury bills, government securities, treasury notes, and variable annuities. Our goal is to help you build an investment portfolio that matches your risk tolerance, time horizon, and financial goals, while avoiding common investment pitfalls. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Planning and Insurance
At Lorson Financial, we offer comprehensive financial planning and insurance services, including retirement plans, tax plans, 401(k) planning, 403(b) planning, college plans, estate plans, money purchasing plans, profit sharing plans, disability income insurance, life insurance, and long-term care insurance. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Insurance transfers the financial risk of life’s events to an insurance company, helping protect your family from financial consequences. A sound financial strategy involves spending less than you take in and putting your excess to work through effective money management.