01 ImmediateEvents and plans that are anticipated for the very near term. Family expenses, a new business venture or entering retirement.
02 Short TermJust a few years away, increased liquidity for events may include: education expenses, business relocation, or larger home purchase.
03 IntermediateLooking five to ten years out: expansion of business, diversification of portfolio holdings, and begin legacy planning.
04 Long TermWith ten to twenty years to plan, are you anticipating having to care for aging family members? What about your own care?
05 GenerationalPlanning for your lifetime and possible future generations requires a long-term vision and definition of your goals and expectations.
Successful people are actively involved in the coordination of their financial strategies.
Investments, business interests, risk mitigation, asset allocation, tax strategies, legal planning, and legacy development are integrated components for your financial well-being. Providing investment and financial planning, we work with your tax, legal, and other advisors with one objective in mind: helping you secure financial stability and clarity.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We strive to understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
At Laney Financial, we offer a broad range of financial services to assist you in determining your options and finding the purpose of your wealth.
- FINANCIAL PLANNING
- ASSET & INVESTMENT MANAGMENT
- WEALTH & ESTATE PLANNING
- PHILANTHROPIC SERVICES