Fawn M. Lane, MBA, CFP®
PROFESSIONAL LICENSES:
- Series 6, 7, 63, 65 (registrations held through LPL)
- Florida Life, Health and Variable Annuity insurance licenses
- Been in the industry since 2004
PROFESSIONAL DESIGNATIONS:
- CERTIFIED FINANCIAL PLANNER TM
- MBA
EDUCATION:
- Bachelor’s Degree in Finance, University of South Florida, Tampa
- Masters Degree in Business Administration, University of South Florida, concentration in Advanced Finance, International Business and Management
AREAS OF FOCUS
- Retirement Planning
- Florida Retirement System (FRS) and benefits
- DROP and Investment Plan estimates and analysis
- Comprehensive financial planning and budgeting
- 401k Plan distribution options including Rollovers
- Portfolio review and risk analysis
- IRAs, ROTH IRAs, 401ks, 403(b)s and 457(b)s
- Education planning, 529 Plans, UTMAs
- Estate planning review and recommendations
ONGOING ACTIVE MONEY MANAGEMENT
- Mutual Funds
- Stocks, bonds and ETFs
- Investment Advisory services offered through IHT Wealth Management
INVESTMENT AND INSURANCE SERVICES
- Mutual funds, stocks and bonds
- Annuities – fixed and variable
- Life insurance and long-term care insurance
- IRAs, ROTH IRAs, 401ks, 403(b)s and 457(b)s
Schedule an appointment online
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Investment advisory services offered through IHT Wealth Management, LLC., a registered investment advisor.
IHT Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
All posts and comments are personal and conversational and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.
© IHT Wealth Management
IHT Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
All posts and comments are personal and conversational and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.
© IHT Wealth Management