| Advisor Profile |
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| Name: |
Thomas Lane, CFP®, ChFC |
| Phone Number: |
(856) 316-7032 |
| Website: |
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Business Description |
Lane Bridgers Schill (LBS) is a comprehensive financial, estate planning and investment advisory firm. LBS services a broad range of clients, including professionals, private business owners, executives, and retired individuals. Although our organization was just recently founded in September 2003, the combined experience of our principals and financial advisors exceeds 100 years.
Our firm is independently owned and operated while maintaining a broker/dealer and investment advisory affiliation with VSR Financial Services. It is through this affiliation with VSR, that we are able to offer a full menu of investment products and services, including fee-only platforms that align our clients' objectives with that of our own. Our investment advisory clients include individuals, trusts, charitable organizations, retirement plans and corporate accounts.
Our independence allows us to affiliate ourselves with several insurance companies and insurance brokerage firms. This enables us to procure insurance products that best meet the needs of our clients, whether it is term life insurance, long-term care insurance, "second-to-die coverage", etc. Unlike many of the larger brokerage firms, we have no proprietary products. |
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| Prepared By: |
Thomas Lane, CFP®, ChFC |
Frequently Asked Questions |
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