We provide personal financial and investment planning, financial education
and second opinion services
We believe maintaining a balance between health and wealth is one of the keys to a rewarding and fulfilled life. We work with a variety of clients, from those who are successfully building a secure financial future, to those who find themselves in a difficult financial situation as a result of the recession or challenges with their health.
Our passion and commitment is to serving our clients and the community. Because of this commitment we have developed a fee structure based on an individual client’s personal financial situation. This provides an opportunity for many clients to receive much needed financial advice they might not typically have access to.
Reaching your financial objectives depends on your entire financial picture, not on individual investments, insurance policies and tax strategies - not even on just income. We provide a comprehensive, integrated, holistic approach to financial planning and education tailored to your financial goals and objectives. We understand what is at stake - professional guidance pays off.
Honesty, Integrity and Commitment.
Of equal importance to our honesty, integrity and commitment is our experience and credentials. Our team is highly skilled and holds numerous professional qualifications including a Masters degree in Accounting/Taxation, CPA, Certified Financial Planner and Certified Senior Advisor. We have over 40 years of combined experience in the areas of financial planning, tax and education.
We invite you to experience the Lane Financial difference – contact us today.
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Lane Financial, P.C.
11811 North Tatum Boulevard, Suite 3031, Phoenix, AZ 85028
Greg Lane 480.688.2222 | Lisa Lane 480.861.4196 | Fax 480.452.1963
Greg- greg@lanefinancial.com
Lisa- lisa@lanefinancial.com
Lane Financial, P.C. is a Registered Investment Adviser with the State of Arizona