Lanier and Company’s advisors have years of experience in establishing financial security. We are here to help you prepare for retirement, save for your child’s education, plan your estate and provide solutions in elder care services. Special attention must be dedicated to building and preserving your financial wealth. You get dedicated guidance and a comprehensive financial plan that improves performance, helps with risk management, and ultimately ensures the growth and longevity of your wealth with Lanier and Company. Personal financial planning is important in securing the future of not only yourself, but your loved ones.
Our professionals apply advice and advanced tools to your financial planning. We provide clients with a snapshot of their portfolio with an ongoing analysis of their progress.
Establishing an estate plan is a process that takes patience, good advice, and experience. Lanier and company has successfully guided countless clients through the estate planning process for over 40 years.
The trust document gives the trustee the authority to manage the numerous trust assets within the document and distribute them to the beneficiaries within to the terms of the trust agreement.