Broker Check
615.772.8844
AGL@aglplanning.com
Client Login

Are you retirement ready?

Retirement Planning for those over 50

Do you have an efficient legacy plan?

Generational Wealth Planning

Are you seeing your full financial picture?

Minimize Taxes | Maximize Investments | Optimize Income

WHY ALDRED, GREENWELL, & LANE?

FINANCIAL CHECKUP

Complimentary analysis designed for those who want to see their current retirement outlook along with an investment and insurance analysis.

Learn more

CFP® PROFESSIONAL

Only 25% of all financial advisors in the industry hold the CERTIFIED FINANCIAL PLANNER™ designation.*
*Source: www.cfp.net, www.cerulli.com

Learn more

FINANCIAL PRINT

Designed for clients who want ongoing financial planning advice that looks at their entire financial situation and acts as a GPS for their financial life.

Learn more

OUR FIRM SPECIALIZES IN HELPING CLIENTS ANSWER:

When can I retire?
How long can my investments sustain my income?
How can I optimize my withdrawal strategy to minimize taxes?

What is my ideal Social Security and Pension claiming age?
What is a more tax efficient way to leave money behind?
What improvements can I make to my retirement plan?

Helpful Content

<p>What&#8217;s Your Investment IQ?</p>

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Learn More
<p>Four Great, Unexpected Places to Raise a Family</p>

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.
Learn More
<p>Volunteering in Retirement</p>

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.
Learn More

Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.

Download Our Don’t Panic Ebook!

The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.

Licensing

Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.
Thank you! Oops!