It is never too early or too late to start. At Lane Family Wealth Management, we create a plan that is tailored to meet your needs and goals.
As you transition into retirement, Lane Family Wealth Management will establish a plan to meet your retirement income needs while continuing to preserve your wealth.
Rising education costs require a forward-thinking plan. Lane Family Wealth Management can help you prepare for one of life’s biggest investments.
We can help take the mystery our of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Understanding the financial world can be a scary propositions. Sometimes you are afraid to admit what you don't know. At Lane Family Wealth Management, we can help educate you on the basics and the complex workings of financial planning. We'll help provide you with the confidence to know you're asking us the right questions about your financial future.
595 Ashley Court Suite 2North Liberty, IA 52317
Phone: 319-535-4525 Fax: 319-626-3540 Mobile: 515-322-7971
Mon: By AppointmentTue-Thu: 8:00 AM - 5:00 PMFri: By Appointment
215 NW 18th St Suite 107Ankeny, IA 50021
Mon: 8:00 AM - 5:00 PMTue-Thu: By AppointmentFri: 8:00 AM - 5:00 PM