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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

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.