Lane Florence offers financial planning and investment consulting services tailored to each client's needs. They create written financial plans and offer consultations, considering factors like investment objectives, risk tolerance, and retirement projections. While Lane Florence itself doesn't manage investments, its representatives can provide investment advisory services through Cambridge Investment Research Advisors and implement advice through Cambridge Investment Research, Inc.
Fee Structure
Lane Florence does not directly manage client investments. They provide financial planning and investment consulting services, and clients are responsible for implementing any recommendations. If a client wants investment management, the firm's representatives can provide those services through Cambridge Investment Research Advisors, but this is a separate arrangement.