At LANE FAMILY WEALTH MANAGEMENT, we provide assistance in the following areas:
Financial Planning
- Retirement Income Planning
- Investment Planning
- Investment Management
- 401k/403b Planning
- Education Planning
- Tax Planning
- Charitable Giving
- Estate Planning
- Insurance/Risk Management Strategies
- Liability Management
Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- 401(k)
- 529s*
- Investment Accounts*
- Variable Annuities*
- Trust
- UTMA
Investments*
- Mutual Funds
- ETFs
- Individual Stock
- Bonds
- Variable Annuities
- REITs
*Securities offered through Private Client Services.
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Individual Health Insurance
- Group Health Insurance