Retirement- The Final Frontier with Retirement Specialist Lane Ginsberg

About Lane Ginsberg

History
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

  

Why Independent
“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.”

 

Philosophy
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.

 

Personal
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.