Our Philosophy
At Lane Florence LLC our top priority is helping you reach your financial goals. As independent financial advisors, our focus is solely about helping you make the best decisions for your future. Whether you are planning for retirement, managing elderly parents’ finances, or picking up the financial pieces after a divorce, Lane Florence can help.
Founded in 2007, Lane Florence is a local, independently-owned financial advisory firm that combines the service and attention of a boutique firm with a team of advisors who, combined, have over 60 years of industry experience. All of our advisors are CERTIFIED FINANCIAL PLANNERS™, who are committed to maintaining the highest ethical and professional standards. When you work with a Lane Florence advisor, you are partnered with a coach who gives you full access to our knowledge and experience.
We are a full-service firm offering offer personalized investment management, hourly financial planning, and insurance. You decide what works best for you and we have the flexibility to put it all together
Financial planning is a process, not a product. A financial plan guides your financial decisions and gives perspective about how each decision affects other areas in your life. Your plan becomes the foundation for financial decisions, allowing you to consider both short-term and long-term effects on your life goals. Let Lane Florence guide you on the path to reaching your financial goals.