BUSINESSES & NON-PROFITS
We offer a range of services to privately held businesses and non-profit orgainizations such as business planning, valuation services, cash flow planning, asset/debt management, employee retention programs, wealth extraction plans, generational transition planning, and external CFO services.
Lanier Financial Group has extensive experience in working with medical practitioners. Majority of our client base falls within this professional category and due to the regularity of working with these individuals we can efficiently navigate and relate to the issues that commonly affect them in their business and personal lives.
We provide comprehensive financial plans, module based planning, and investment management services to our clients. When engaging our team you will be aligning yourself with a group that has a vested interest in your success and one that will always provide transparent, objective, and unbiased advice.
We are Lanier Financial Group, a fiduciary driven registered investment advisory firm that specializes in investment management and financial planning.
At Lanier Financial Group we are dedicated to providing each client with unbiased and objective advice while assisting them achieve their financial goals and grow their wealth. We do not impose a minimum asset or income level to engage our services as we believe anyone willing improve their financial well being deserves unbiased and objective advice.
Due to the ever changing global economy one must align themselves with advisors and portfolio managers who understand and can efficiently navigate the worlds markets.
What is a Fiduciary?
A fiduciary is a person or organization that acts on the behalf of another person or persons, putting their clients' interests ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary requires being bound both legally and ethically to act in the other's best interests.
We look forward to assisting you achieve your goals and grow your wealth
INVESTMENT (PORTFOLIO) MANAGEMENT
Due to the wide array of clients that we serve our investment strategies vary for each client but generally will incorporate: stocks, bonds, warrants, options, ETFs, currencies, and alternative investments (real estate, private equity, and hedge funds). Unlike many other firms we do not use mutual funds which are generally expensive and provide little flexibility and benefit to you, the client; concurrently, we firmly believe that having control over each individual investment will provide better returns net of fees, taxes, and expenses.LEARN MORE
PERSONAL FINANCIAL PLANNING
As a fiduciary driven advisory practice our goal is to grow each client's net worth and assist them in achieving their goals while minimizing fees and taxes, both today and in the future.
Our financial planning process is different than most as we take a comprehensive approach to your financial plan. Whether you are actively working in your career, on your way out, or currently in retirement we have the resources and experience to assist you achieving your goals.LEARN MORE
Due to the financial complexities of divorce it is imperative to obtain an expert in the field to efficiently sort through the financial issues related to divorce. Without proper planning many mistakes can be made that will leave one or both parties in a worse off position than anticipated. As a CDFA® (Certified Divorce Financial Analyst), we are qualified to help you and your team make the best decisions regarding your financial settlement.LEARN MORE
BUSINESS PLANNING AND VALUATION SERVICES
Lanier Financial Group has extensive experience in providing business planning and valuation services. The range of industries we have worked with is extensive. Ranging in size from narrowly focused single member entities to large privately held conglomerates with multiple lines of business.LEARN MORE