Broker Check
Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths
Agent Photo

Lighting the Fire within Your Employees


When your company helps your employees reach their aspirations, they become motivated, loyal, and more focused on you.  Lane Legacy lives to energize your employees by putting their aspirations within reach and reduce their financial stress.  When your company offers our services as a benefit, your bottom line improves with significantly increased productivity and reduced turnover costs.

Lane Legacy lights the fire within your employees by training your employees to identify goals (most of which are financial related), provide personal finance training, one on one counseling, and goal tracking to help your employees realize their aspirations.  When your company offers the HR benefit of the pursuit of Employee Aspirations, your employees increase productivity and reduce turnover.  



Improving Corporate Performance through Employee Engagement

We help your employees reach their aspirations so that businesses realize increased productivity, lower turnover, and better corporate performance.

Learn more

Improving Small Business Cash Flow

We provide a 40 point inspection to reduce your small business costs, improve your monthly cash flow, and improve your service.

Learn more

Lane Legacy developed Tools & Resources

To enhance our capabilities, Lane Legacy has developed Personalized "Life" books, an employee financial education app, a branded 'life story' app, and a goal tracking system.

Learn more

Helpful Content

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Bitcoin 101

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

 

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

The Best Apps in Travel

Technology tips to make your next trip even better.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

How Stocks Work

Understanding how a stock works is key to understanding your investments.

View all articles arrow

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

View all videos arrow