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Every Endeavor Worth Doing Starts With A Vision

Lane Financial Strategies

It's Never Too Late to Start Planning!

My primary goal as financial adviser is to help my clients lead better and more rewarding lives and to help foster their economic well-being.

I believe that I must not only be competent and well informed but above all be honest, accountable and available. The most successful relationships are those built on mutual trust and openness where values are not compromised and integrity is never questioned.

Every endeavor worth pursuing starts with a vision - an idea of what could be. An exciting opportunity, a new business venture, an image of a better future and the life you want to live.

As important as your vision is, the odds of success are better if you have a Plan to achieve it - and a Path to help you get there. Our role at Lane Financial Strategies is to help foster a collaborative planning environment that creates the Focus that's needed while providing the Orchestration that is critical to success.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.

Helpful Content

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.