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31. Investment Tax Strategies

ID: 59440
Wednesday December 13, 2023 3:30PM - 4:45PM
Topics: Tax
- Establish a new baseline of understanding with a market update
- Strategize and develop plans for Insurance / Annuities for investments
- Create and build taxed advantage investment accounts for High-Net-Worth Individuals


Aaron Lane
I believe in helping my clients understand any and all financial questions they have, so they can make the most informed decision with their money. I believe in creating personal relationships with my clients so I can understand what's most important to them, their dreams for the future, and any roadblocks that may get in the way. At Edward Jones, we partner alongside you throughout your life utilizing our 5-step process that is updated after any significant life event (at least annually). We tailor our solutions and advice to each client based on their comfort level with risk and the goals that they value most. A lot of people have retirement as their number one, but if it's not, that's okay. I believe in helping with the short-term goals as well as the longer-term ones. I've always had a passion for helping people. I went to The Ohio State University and graduated as a civil engineer. I helped design transportation solutions that would reduce fatalities, relieve congestion and promote other forms of transportation. I see my current role in a similar light; I help people avoid making financial mistakes, establish good money habits and suggest beneficial alternatives to their current financial strategies. My wife, Carissa, and I have four kids (yes, you read that right); Rae, Harry, Lola and Theo. We live in Dublin, where I grew up, and enjoy family movie nights and board games. I am a member of the Dublin Kiwanis association and I love to golf and travel. Have a quick question or need advice? Give my office a call at 614 336-8683 and I'd be happy to help in any way.