Plan For Your Future

Keep Your Retirement
Simple and Predictable

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We started Lane Legacy Financial Group with the goal of helping retirees and pre-retirees provide security and peace of mind in retirement. As financial advisors, we are committed to treating you like family and protecting your hard earned assets as we would our own.

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About Us

How much money do you need to retire? Where does Social Security fit and how do I make the most of my assets? These are just some of the questions we help our clients address on a daily basis. Discover what it means to have security and peace of mind in retirement.

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Our Services

At Lane Legacy Financial Group, we believe that life is more than a paycheck. Our mission is to ease your worries and help you create a sound financial strategy that provides, not only a steady paycheck for life, but a playcheck as well. Discover the Lane Legacy Financial Group difference today!

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Retirement Roadmap

Find Your Way to Retirement

Download this free tool to help develop your retirement income strategy. This timeline will help determine the ages you may want to pay special attention to. If you're looking for some basic guidance, you can check out our resources page to learn the basics.

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Our Mission

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to preserving wealth and protecting assets. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

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