Broker Check

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