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@pathfinderwealth.com
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Barbara Lane is listed as Passionate about helping retirees navigate the retirement puzzle. at Pathfinder Wealth Management, Inc., a company with 4 employees, based in Rockford, Illinois, United States. AeroLeads shows a work email signal at pathfinderwealth.com and a matched LinkedIn profile for Barbara Lane.
Barbara Lane previously worked as Financial Planner, Wealth Manager, past President and Founder, Senior Capital Management, Inc. at Pathfinder Wealth Management, Inc. and President and founder at Senior Capital Management, Inc.. Barbara Lane holds Ricp, Retirement Income Planning from The American College.
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Retirement Income Certified Professional RICP® , Registered Investment Advisor representative with Pathfinder Wealth Management, Inc. Have been in financial services for 17 years, specializing in retirement income planning. Provide fee-based, holistic advice on investment management, income planning and estate protection. Work with attorneys and CPA's in developing a comprehensive financial plan for clients. Cultivate and solicit new clients through referrals, networking and community education activities.Specialties: Investment and retirement income planning, estate planning, asset protection
Listed skills include Wealth Management, Estate Planning, Retirement Planning, Strategic Financial Planning, and 16 others.
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6981 Redansa Drive, Rockford, IL 61108
Merged my financial planning practice, Senior Capital Management, Inc, with Pathfinder Wealth Mgt. in 2011. Able to enhance the opportunities for clients in the areas of investment management, estate planning and asset protection issues. Identifying tax savings opportunities and areas of concern with current and future taxation. A member of the National.
Rockford, IL
Working with post-retirees in areas of comprehensive financial planning, including investment and income planning, estate planning and asset protection issues. Passionate about income planning needs of retirees. Cultivate new clients through public education workshops, referrals and natural market activities.
Focusing on comprehensive financial planning for individuals and families. Specialize in helping pre-retirees and post-retirees navigate the retirement puzzle. Provided advice and implementation of financial planning services including insurance, investment planning and asset protection.Conducted public education workshops helping post-retirees preserve.
Rockford, IL
Advising business on implementation of PC based accounting system. Improve employee turnover with long term planning including installation of 401-k/profit sharing and health plans. Customer sales including quoting, customer retention. Accounting setup for startup of sister company relating to e-commerce.
studied for Retirement Income Certified Professional certification
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Barbara Lane works for Pathfinder Wealth Management, Inc..
Barbara Lane is listed as Passionate about helping retirees navigate the retirement puzzle. at Pathfinder Wealth Management, Inc..
AeroLeads has found 1 work email signal at @pathfinderwealth.com for Barbara Lane at Pathfinder Wealth Management, Inc..
Barbara Lane is based in Rockford, Illinois, United States while working with Pathfinder Wealth Management, Inc..
Barbara Lane has worked for Pathfinder Wealth Management, Inc., Senior Capital Management, Inc., Self-Employed, and Pg Display - Rockford, Il.
Barbara Lane's colleagues at Pathfinder Wealth Management, Inc. include Philip A. Guske.
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Barbara Lane holds Ricp, Retirement Income Planning from The American College.
Barbara Lane is listed with skills including Wealth Management, Estate Planning, Retirement Planning, Strategic Financial Planning, Investments, Iras, Wealth, and Financial Advisory.
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