Our Services
“Building Confidence and Security in Your Financial Future”
Lanier Asset Management, is a full-service financial advisor, providing our clients with support in a wide range of areas. Each of our clients has their own unique set of needs – for each, we seek to Build Confidence and Security in Their Financial Future. We provide expert assistance in the following areas:
Investment Management
- Financial Advice
- Investment Strategy
- Portfolio Analysis and Risk Assessment
- Risk Management
- Asset Allocation
- Performance Reporting
Planning
- Financial Planning
- Income Planning
- Estate Planning
- Retirement Planning
- Education Planning
401(k) Retirement Plans
Lanier Asset Management has partnered with Vanguard to offer 401(k) retirement plans for medical practices and small businesses. Benefits of working with Lanier include:
- Minimize plan expenses
- Very low cost index funds and managed portfolio options through Vanguard
- Local, accessible and highly qualified investment team to provide ongoing education and work closely with your team
- Customized plan design and highest level of plan fiduciary oversight
- All compliance services offered through Vanguard or working with your TPA
Lanier has deep experience with both startup and existing plans.