Jay Lane

Wealth Management Advisor @Northwestern Mutual

US

As a Financial Advisor at Northwestern Mutual, I help people develop confidence and clarity around their financial futures through true comprehensive financial planning. No matter your goals – efficiently eliminating student loan debt, sending kids to college, protecting your family, planning for retirement, or building a robust investment strategy – I’ll work with you to create a roadmap that will get you to your destination. You can look at me as your accountability partner. Once we establish your plan, I’ll help keep you on track to reach your goals. We’ll refine plans as needed so there are never any surprises. And I’ll help you build the right habits into your life so you can live confidently, spoil your kids, take that vacation, and make memories, without guilt or sacrificing your long-term security.I partner with a lot of business, legal, and medical professionals at all stages of their careers, even as early as during their internship and residency programs. Establishing a financial planning relationship while still in training allows young people to put themselves on pace to achieve their long-term goals right out of the gate. In these cases, we start with the basics of loan repayment education and contract negotiation strategies. For those who have already started their careers, we tackle risk management strategies, and investment and retirement planning. Even though I work with a lot of high-income professionals, I’m committed to serving every single person who reaches out. No matter your financial goals or background, if you feel strongly about prioritizing your long-term financial future, I know we can develop a plan that’s right for you. You can visit my website at jaylane.nm.com to learn more about my practice or get in touch with me directly. j•••••••@nm.com90••••••71