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

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

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Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

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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.

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

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

Do Your Kids Know The Value of a Silver Spoon?

Your Emergency Fund: How Much Is Enough?

Emerging Market Opportunities

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

Download Our Don’t Panic Ebook!

Want to be Smarter With Your Money?