831 E 2nd St, Ste 202, Benicia, CA 94510
LEGACY PLANNING FOR THE FUTURE!
Your future is waiting on your participation.
RETIREMENT PLANNING
Lobdell & Lane offers retirement planning services that include current and future income needs analysis, current retirement asset plan evaluations to develop a long-term plan for your retirement funding needs.
When it comes to planning for retirement, the earlier the better, though it's never too late to begin. Allow Lobdell & Lane advisors to help you plan for retirement with a straightforward program, an effective investment strategy, and careful distribution planning.
FINANCIAL PLANNING
Lobdell & Lane offers financial planning
As part of the wealth management process.
Financial planning is a lifelong process, designed to address your long-term needs as you make your way through life and strive to accumulate, preserve and transfer your wealth.
BUSINESS PLANNING
Lobdell & Lane offers business planning solutions to small business owners and self-employed individuals. Business owners may be able to take advantage of any number of retirement plans, including 401(k) Plans, Profit Sharing Plans, and many others.
WEALTH MANAGEMENT
Whether accumulating or preserving, Lobdell & Lane advisors can create a plan for you.
WEALTH ACCUMULATION
Wealth accumulation is typically the chief concern of younger investors. Perhaps you're considering the purchase of a business, a second home, or maybe you're saving to send your children to college. No matter the goal, the process of accumulation wealth requires time and planning. Lobdell & Lane advisors are here to help with the process.
WEALTH PRESERVATION
As your wealth and income grow, your focus may shift to finding a balance between asset growth and preserving what you've accumulated. After all, at this stage in your life, you may be thinking more seriously about retirement, and your ability to live the kind of retirement you envisioned. Wealth preservation applies to your day-to-day financial life. This includes managing your cash flow, the impact of taxes on your portfolio and overall risk management.