Barbara Lane Email and Phone Number
Barbara Lane work email
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Barbara Lane personal email
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
Pathfinder Wealth Management, Inc.
View- Website:
- pathfinderwealth.com
- Employees:
- 4
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Financial Planner, Wealth Manager, Past President And Founder, Senior Capital Management, Inc.Pathfinder Wealth Management, Inc. Feb 2011 - Present6981 Redansa Drive, Rockford, Il 61108Merged 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 Association of Insurance and Financial Advisors. Past Vice President of Public Relations for local Toastmaster's group.
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President And FounderSenior Capital Management, Inc. Dec 2004 - Feb 2011Rockford, IlWorking 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.
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Financial AdvisorSelf-Employed Nov 1998 - Dec 2004Focusing 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 their estate by avoiding probate and protection of assets.
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Comptroller, Financial PlanningPg Display - Rockford, Il Feb 1992 - Nov 1998Rockford, IlAdvising 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.
Barbara Lane Skills
Barbara Lane Education Details
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Retirement Income Planning -
Business Administration And Management, General -
Jefferson High SchoolHigh School
Frequently Asked Questions about Barbara Lane
What company does Barbara Lane work for?
Barbara Lane works for Pathfinder Wealth Management, Inc.
What is Barbara Lane's role at the current company?
Barbara Lane's current role is Passionate about helping retirees navigate the retirement puzzle..
What is Barbara Lane's email address?
Barbara Lane's email address is ba****@****ory.com
What schools did Barbara Lane attend?
Barbara Lane attended The American College, Rock Valley College, Jefferson High School.
What are some of Barbara Lane's interests?
Barbara Lane has interest in Social Services, Children, Exercise, Gardening, Education, Reading, Anything Outdoors, Love Spending Time With Friends, Arts And Culture, Laughter/dinner/attending Events.
What skills is Barbara Lane known for?
Barbara Lane has skills like Wealth Management, Estate Planning, Retirement Planning, Strategic Financial Planning, Investments, Iras, Wealth, Financial Advisory, Asset Allocation, 401k, Financial Planning, Investment Advisory Services.
Who are Barbara Lane's colleagues?
Barbara Lane's colleagues are Philip A. Guske.
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Barbara Lane
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Barbara Lane
Fort Lauderdale, Fl3hotmail.com, chewy.com, resultstel.com2 +1.800.XXXXXXXX
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