Investment Products & Services

• Fixed Income Portfolios - Taxable/Tax-Exempt
• Equity Portfolios - Separate Account Managers
• Traditional Brokerage Services
• Consolidated Portfolio Statements
• Educational/529 Plans
• Cashless Stock Option Exercise and Sales
• Free Registration Services for Restricted Stock

Financial & Estate Planning

• Develop Personal Financial Statement
• Retirement Planning Services
• IRA Distribution Planning
• IRA Rollover Options
• Wealth Preservation and Transfer Strategies
• Asset Titling and Beneficiary Review
• College Funding Options
• Review Wills and Trusts ¹
• Life Insurance Strategies
• Charitable Planning

Business Planning

• Retirement Plan Analysis
• 401(k) Plans/SIMPLE IRAs/SEP
• Business Succession Planning
• Incentive Compensation Plans
• Executive Benefit Plans
• Life Insurance

Cash Management Services

• Money Market Funds w/Checkwriting
• Online Access
• Visa Debit and Credit Cards
• FDIC Insured CDs
• Margin Accounts
  

¹ Lane Bridgers Associates does not provide tax and legal advice. We urge you to seek counsel from your legal and tax advisors prior to implementing any strategies having tax consequences.