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What kind of role can a financial professional play for an investor?
We consistently monitor your financial plan and evaluate ideas and strategies that may be implemented to further improve it. In an ever-changing financial world, we feel it is important to take advantage of opportunities as they present themselves.
Since 1991 Lahn has helped hundreds of individuals prepare for and maintain financial independence in retirement. In 1999 he earned the designation of Chartered Retirement Planning Counselor (CRPC) from The College for Financial Planning.
Lahn teaches workshops focused on maximizing retirement income, optimizing Social Security benefits, and understanding how to safely invest in retirement.
Lahn has built a successful practice based on always acting in his clients’ best interests and delivering to them the most current and meaningful financial advice. Lahn is a licensed Series 65 Investment Advisor Representative and holds insurance licenses in Life and Health.
Check the background of the investment professional on FINRA’s Broker Check.
Gavin started in the investment industry in 2015, working alongside Lahn while completing a Bachelor’s Degree in Finance from University of Utah. He then went on to get a Master’s in Finance with an emphasis in Financial Markets from University of Southampton near London, England. To further his commitment to the financial planning process, Gavin attained a certificate in Financial Planning from Pepperdine University and earned the CFP designation.
Gavin specializes in helping individuals, families, and business owners build wealth, as well as plan for and actively navigate retirement. Gavin and the team also use tools such as eMoney and Holistiplan in order to help with cash flow planning, tax planning, and other retirement techniques that are often overlooked. Gavin is a licensed Series 65 Investment Advisor Representative and holds insurance licenses in Life and Health.
Check the background of the investment professional on FINRA’s Broker Check.
Lani provides exceptional service for all client needs. She has a BS in Communications from Southern Utah University and has been able to apply her education to create the ideal client service experience. Additionally, Lani ensures client assets and personal information are handled with security and integrity.
The foundation of a strong financial plan is far more than having a diversified portfolio, it is about making difficult decisions that continue to occur throughout your life in all areas of your financial world. We strive to bring you the expertise you need to navigate through life’s decisions. With this in mind, we partner with Trek Financial, LLC., a SEC Registered Investment Advisory firm.
With the support of the Trek Corporate Management Team, we are able to provide the best service possible to our clients. Additionally, by aligning with Trek, we are able to provide our clients with additional planning resources.
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