Deborah Mininger Lahneman
While it may sound cliché, a team approach is the only effective method to help clients maneuver through a complex financial services world. Between my 37 years providing tax advice and preparation and my 25 years as a registered financial representative, I have the experience to help you plan for your future whether that means planning for a college education or saving for retirement.
No one strategy fits everyone, which is why every client gets my undivided attention—from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.