Lobdell and Lane Wealth Management

Have you been #unsucessful at creating a full proof #saving #plan? Well, Lobdell and Lane Wealth Management is here to help! Here is a sure fire way to change your outcome one small step at a time... And the best part is WE WILL HELP! Not just in sharing and showing you small incremental ways to save, but similar to a common 401K plan we will #match your efforts. One lucky person will reap the benefits of #partnership and #commitment with a #philanthropic spin. That's right, ...we want to journey with you to a place of greater financial habits that produce life long generational wealth one person at a time. ARE YOU READY???? Go here to join the challenge and the group that will be full of support, like minded individuals and the tools to change your financial future in 365 days! No purchase necessary, just bring a mindset that is prepared to grow the distance! http://b.link/365dayofsaving See more

As we live out the last few weeks of one of the most difficult years in many of our lifetimes, this monumental transition calls for preparation and planning like never before. I would love to put together a strategy, budget and an effective plan to propel you to the other side of greater! As a Professional Licensed Financial advisor, it is my greatest desire to see you prosper in the pandemic, thrive in trying times and master your financial future with excellence and execution.

The introduction to #BLACKGIRLMAGIC Join us for a deep dive into the heart of one who God trusts to manage Millions of dollars for a living! Asset management refers to the management of investments on behalf of others. The process essentially has a dual mandate - appreciation of a client's assets over time while mitigating risk. ... The role of an asset manager consists of determining what investments to make, or avoid, that will grow a client's portfolio.

Join us this Saturday @ 1:00 PM for the introduction of "Sharing Saturdays with Simone" of @lobdellandlane stop by and #FF on IG & FB Lobdell and Lane Wealth Management for special offers and promos. Take a closer look at "The Legacy Strategist" #legacy #family #wealth #love #life #entrepreneur #media #legend #character #motivation #history #integrity #success #inspiration #blackgirlmagic #empowerwomen #art #transformation #business #lifestyle #blessed #community #hope #love #success #transformation #powerful #wealth #authenticity #bhfyp to view, subscribe to: http://b.link/SimoneLaneLandL

Women SBOs need to build retirement savings; so do their workers. Forbes looks at the need and the options: https://d.ptsm.us/3e2lLV

Forbes explains how life insurance comes into play with estate taxes: https://d.ptsm.us/3E85At

Happy New Year!

Happy Holidays!

Merry Christmas!

Merry Christmas & Happy New Year from Lobdell Investments! We hope that your year ends with joy and happiness. We are excited for all the new year will bring. We are planning to launch some exciting news. Visit our website for online access to your accounts and other news. ... Happy Holidays! Truly, Mark and Simone