Fawn M. Lane, MBA, CFP®
Owner/President, Financial Planner and Senior Wealth Manager
PROFESSIONAL LICENSES:
- Series 6, 7, 63, 65 (registrations held through Lincoln Investments)
- Florida Life, Health and Variable Annuity insurance licenses
- Been in the industry since 2004
PROFESSIONAL DESIGNATIONS:
- CERTIFIED FINANCIAL PLANNER® professional
- MBA
EDUCATION:
- Bachelor’s Degree in Finance, University of South Florida, Tampa
- Masters Degree in Business Administration, University of South Florida, concentration in Advanced Finance, International Business and Management
AREAS OF FOCUS
- Retirement Planning
- Florida Retirement System (FRS) and benefits
- DROP and Investment Plan estimates and analysis
- Comprehensive financial planning and budgeting
- 401k Plan distribution options including Rollover Services
- Portfolio review and risk analysis
- IRAs, ROTH IRAs, 401ks, 403(b)s and 457(b)s
- Education planning, 529 Plans, UTMAs
- Estate planning review and recommendations
- Survivor Benefit, Inheritance and Wealth Transition Consulting
ONGOING ACTIVE MONEY MANAGEMENT
- Mutual Funds
- Stocks, bonds and ETFs
- Investment Advisory services offered through Lincoln Investment
INVESTMENT AND INSURANCE SERVICES
- Mutual funds, stocks and bonds
- Annuities – fixed and variable
- Life insurance and long-term care insurance
- IRAs, ROTH IRAs, 401ks, 403(b)s and 457(b)s