Welcome to the Lanceley Team, a group of holistic advisors who cares about our clients. We encourage our clients to contact us with whatever financial questions they may encounter, from the smallest of inquiries to concerns about major life changes. We are a close team that knows our clients well, with extensive combined experience across focus areas including tax and estate planning, Social Security strategies, retirement income planning, and customized investment portfolios. We pride ourselves on being available to speak with our clients, and consistently work hard to find strategies tailored to our clients’ specific needs. Reach out today and schedule your introductory meeting.