I'm Dane Lehman, an Edward Jones financial advisor in Huntington, West Virginia, serving individuals, families, professionals, retirees and business owners throughout Huntington and the Tri-State area. I work with clients to develop personalized financial strategies focused on retirement planning and income, investment portfolios, IRA and 401(k) options, education savings, estate and legacy consid
erations, and retirement strategies for business owners. I believe meaningful financial advice begins with understanding what matters most to you. Using an established process, we identify your priorities, evaluate where you are today and build a strategy around your goals, needs and timeline. As life evolves, we monitor your progress and adjust the strategy when appropriate. Many conversations begin with important questions: Am I on track for the retirement I envision? Is my investment strategy aligned with my goals and the level of risk I'm comfortable taking? How should I approach important financial decisions involving my family, business or legacy? How can I coordinate my investments, retirement income and legacy goals so each financial decision supports the bigger picture? What opportunities or risks might I be overlooking in my current financial strategy? I'm a graduate of Marshall University and have called Huntington home for more than 15 years. It's where my wife, Kristin, and I have chosen to grow our family. Being part of this community gives me a personal interest in seeing the individuals, families, professionals and businesses around us succeed. Numbers, markets and investment performance matter, but they're only part of the conversation. Financial planning is ultimately about what your resources allow you to accomplish and the people and priorities they support. My approach begins with listening, asking the right questions and understanding what success means to you. If you're looking for a financial advisor in Huntington, WV, preparing for retirement or want a second perspective on your financial strategy, call my office at 304-521-2453.