Lane & Associates Financial Services

History

Starting in 1994, I have built my practice working as an independent Financial Planner. I do tax preparation and planning for current financial clients, as a compliment to their portfolio management. I help people with portfolio management, including special retirement income strategies, tax issues, budgeting, and estate planning issues. I have extensive experience and expertise to lead clients through very difficult economic conditions successfully. My strengths include analytical skills, financial matters, accounting, tax knowledge, communication, computer skills, marketing, building relationships, developing workshops & presentations, and building a referral network with other professionals. My Mission is to provide independent and unbiased financial advice, portfolio management, and tax expertise tailored to each person, working together to maintain a long-term client relationship lasting throughout their lives.

Specialties

Financial Planner, Retirement Income for life, Portfolio creation and management, Tax planning and prep, budgeting, goal planning, and Estate planning