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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Joseph (Barney) Lane is an agent licensed to sell insurance through Lane Financial Strategies and may be licensed with various other independent unaffiliated insurance companies in the state of FL. No insurance business may be conducted outside this state.

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC.  Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. 

Lane Financial Strategies is Independent of Concourse Financial Group Securities, Inc.

For a copy of CFGS’s Form CRS please visit: https://www.concoursefinancial.com/investor-disclosures

Contact

Lane Financial Strategies

Office: (386) 734-0800

Mobile: (386) 801-3330

Fax: (386) 738-3221

838 East New York Avenue

DeLand, FL 32724

Series 2, 7

barney@lanefs.com

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