Your wealth has a purpose in each stage of your life and can continue to fill a purpose for generations to come. Understanding and defining that purpose is the foundation for developing a financial plan and maintaining wealth. more »
  • 01 Immediate

    Events and plans that are anticipated for the very near term. Family expenses, a new business venture or entering retirement.
  • 02 Short Term

    Just a few years away, increased liquidity for events may include: education expenses, business relocation, or larger home purchase.
  • 03 Intermediate

    Looking five to ten years out: expansion of business, diversification of portfolio holdings, and begin legacy planning.
  • 04 Long Term

    With ten to twenty years to plan, are you anticipating having to care for aging family members? What about your own care?
  • 05 Generational

    Planning for your lifetime and possible future generations requires a long-term vision and definition of your goals and expectations.
Find Your Purpose

Welcome

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.

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Services

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

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R. Lee Laney is a Registered Principal and an Investment Advisor Representatives of and offer securities and advisory services through WRP Investments, Inc., member FINRA & SIPC. Laney Financial is not affiliated with WRP Investments, Inc. Securities activities and advisory services are supervised by WRP Investments, Inc. at 4407 Belmont Avenue, Youngstown, OH 44505 (330) 759-2023. Securities are offered in the following states: OH, KY, IN, PA, TX.