"If you don't know where you are going, you will end up some place else."

                                                                                     -Yogi Berra

We sometimes have a difficult time deciding on what to eat for dinner tonight, let alone what we want in 20 or 30 years. However, choosing chicken or pizza doesn't have the same consequences years from now that creating a financial plan does. Whether you are an Individual, Family, or Business, a solid financial plan can have lasting benefits for years and years to come.

Lane Family Wealth Management will work along side you to create a Plan that helps prepare you for all that life has to offer. We will help you maximize the benefits of the Plan by monitoring its progress. We will communicate any adjustments that need to be made to the Plan as we go. We will provide answers to all your questions so that you feel as comfortable with the Plan as you do with us.

If you want to get started or if you want us to evaluate your existing portfolio, contact us at 319-535-4525 or email dlane@lanefamilywm.com and we can set up a free consultation.