GETTING YOU HERE, EFFICIENTLY
WE HELP YOU CREATE AND KEEP
WEALTH IN THE FAMILY
“My passion is to worry about your finances so you don’t have to!”
Meet Lane!
Hey there, I’m Lane! And I am obsessed with the topic of finance.
From being in construction for over a decade and owning a construction business,
To working with one of the larger financial firms in North America,
I finally found where I fit and where I can best serve my clients:
As an independant advisor where I am not bound by sales quotas or required to sell certain products!
My passion is to worry about your finances so you don't have to!
And part of that includes making sure you have an achievable goal, with a plan to get there.
No matter what you do for work, whether you are a business owner, an employee, an executive, there is a specific amount of money you need to reach in order to retire comfortably, and never need to work again.
My job is to figure out that number and how to get you there the quickest!