Personalized Investment Planning
Investing is not one-size fits all. A young family has completely different goals than a child-free 40-year-old who seeks adventure or an elderly couple facing medical bills. At Lanson Advisers we understand this. That’s why a personalized approach is our only course of action. It’s about more than understanding your financial situation; it’s about understanding your hopes, aspirations, problems, concerns and sought after lifestyle. Getting to know prospective clients as people first and developing a clear understanding of a client’s risk tolerance helps us determine the best investment strategy going forward.
Getting Started
The initial meeting with us is complimentary and without any obligation whatsoever. This important interview process will help all parties determine if the relationship is a good fit. We recognize that trust and security with your financial portfolio is a critical concern. That’s why we find it’s important to explain in detail at our initial meeting how we view and utilize specific investment tools.