Retirement- The Final Frontier with Retirement Specialist Lane Ginsberg

Retirement- The Final Frontier with Retirement Specialist Lane Ginsberg

Originally from New Mexico, Lane was working in a family business when he was
introduced to mutual funds at the time they were making their debut as
popular investment vehicles. Once bitten by the financial bug he left the
family business, and in 1989 he and his family moved to Phoenix, AZ where he
received a degree in finance from the American Graduate School of
International Management, also known as "Thunderbird". After graduation he
was recruited by a large financial planning firm and relocated to Charlotte,
NC. He also holds the prestigious Retirement Income Certified Professional
(RICP®) designation"I decided to go independent when I realized that the
kind of advisor I would choose personally would be one who had the freedom
and flexibility to offer me the best options available, not just what the
corporation had on the short list. It became obvious that I needed to be that
kind of advisor, and the only way to go was as a fee-based independent
investment advisor."Our philosophy is to identify our clients' retirement
income needs, educate them as to their options, and work with them to build a
retirement income plan designed to provide a lifetime income by making
intelligent choices, minimizing taxes, and incorporating strategies that make
the most of their retirement savings and other income sources.Lane and
Jeannie make their home in Greenville after spending twenty years in the
Charlotte area. Between them they have three adult children and three
grandkids.?
 
 

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