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Lobdell and Lane Wealth Management,  specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being. 

Retirement planning is a crucial part of one's financial journey as it helps ensure a comfortable and secure retirement. Retirement planning involves determining the amount of money needed to live comfortably during retirement, identifying sources of income, and creating a plan to achieve financial goals. It is important to start planning for retirement early on, as this allows for more time to save and invest, potentially resulting in higher returns. Factors such as life expectancy, inflation, and unexpected expenses should also be considered when creating a retirement plan. Overall, proper retirement planning can provide peace of mind and help individuals achieve their financial goals during retirement.

Having a financial planner can be incredibly beneficial when it comes to retirement planning. A financial planner can provide expertise and guidance in creating a retirement plan that is tailored to an individual's specific needs and goals. They can provide recommendations on investment options and help with tax planning to minimize liabilities during retirement. Additionally, a financial planner can help individuals stay on track with their retirement plan and make adjustments as needed. Overall, having a financial planner can provide confidence and a sense of security when it comes to retirement planning, allowing individuals to focus on enjoying their retirement years.




Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

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Financial Planning

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

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Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

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