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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

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.