Aldred, Greenwell, & Lane | Financial Planning & Investment Management

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.

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CFP® PROFESSIONAL

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

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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.

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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

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

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Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

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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.

4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about important Social Security facts and what you should know as an investor.

Licensing

Customer Relationship Summary

Are you retirement ready?

Do you have an efficient legacy plan?

Are you seeing your full financial picture?

WHY ALDRED, GREENWELL, & LANE?

FINANCIAL CHECKUP

CFP® PROFESSIONAL

FINANCIAL PRINT

OUR FIRM SPECIALIZES IN HELPING CLIENTS ANSWER:

Helpful Content

The Utility of Sector Investing

Should I Invest in Gold?

Insuring Your Business Against Cyber Liability

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

4 Critical Social Security Facts

Want to be Smarter With Your Money?