Advisor

For eight years, Lane has positioned himself as an advisor to his clients.

Today, Lane is a Certified Liability Advisor. Financial Planners manage the asset side of the balance sheet but who do you have that helps you manage the liability side of your balance sheet?

Are you fully optimized with regards to your liabilities? What is your Effective Percentage Rate (EPR) with regards to all of your debt accounts? Could those debts/liabilities possibly be re-structured in a more optimal format to reduce the interest you are currently paying, lower your EPR and free up more monthly cash flow so that you can invest more in savings, retirement or even further reduce your debt?

The answer to all of the above, for most people, is a resounding “yes.”

Lane employs a comprehensive methodology and analysis aided by a proprietary software program to help clients discern what their EPR is for all their related debts and liability accounts. CLICK HERE to see a sample of the report we generate for our clients.

With this report and analysis, we are now in a better position to determine the best course of action to ensure that your assets and liabilities are fully optimized to help you achieve your financial goals.

This detailed analysis and report is only $199.00. Our typical client saves that or more every month after hiring us to perform this analysis and implementing the plan.

To order now, click on the “Buy Now” button below. We look forward to serving you!