At Lanier Financial Group we work with our individual clients in one of two ways:
- as a portfolio manager/investment advisor
- on a comprehensive financial planning basis.
Over time we have found that, although it is very important to have a comprehensive financial plan, not everyone is committed to the planning process or they may be more concerned with growing their asset base. With that said, we are proud to offer a stand alone portfolio management service.
Due to the time it takes to develop, implement, and monitor comprehensive financial plans we limit the number of planning clients that we serve. This is done to ensure each client receives the time and attention they deserve in order to achieve their financial goals. If you are interested in working with us on a comprehensive financial planning basis please contact us to reserve a spot on our waiting list.