We help provide confidence and family harmony through a disciplined approach to your financial life. We deliver with dignity and discretion, the personalized service that we believe has all but vanished from the financial services industry. Despite its mystique, financial planning is in many ways a return to the gracious ways business was conducted years ago.
In our way of thinking, a handshake and a good cup of coffee will never go out of style. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration.
In our way of thinking, a handshake and a good cup of coffee will never go out of style. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration.
Services
Lance is a CERTIFIED FINANCIAL PLANNER (CFP) who enjoys partnering with hard working families to bring clarity and confidence to their financial plans. With over 20 years of wealth management experience, he loves to build relationships with clients to discover all of the positive possibilities for a secure retirement.
Individuals certified by the CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP certification process that includes demanding education, examination, experience, and ethical requirements. These standards are called "The Four Es", and they are important reasons why the financial planning practitioner you select should display the CFP certification marks.
We'll construct a financial plan that is tailored to your unique situation and customized to address your objectives outlined in step one. With your new plan now fully implemented, we monitor and measure your progress to ensure your plan stays on target. When your plan is fully implemented, you will enjoy financial clarity and increased confidence.
Founded in 1984, Securities America is home to a network of over 2,000 financial advisors. Located near Omaha, they consistently rank toward the very top in size and service when it comes to independent brokerage firms. Their cutting edge technology is paired with Midwestern sensibilities to help service 500,000 client accounts and over $50 Billion of assets under management.
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