123

Trailane Financial

Trailane Financial is devoted to serving our clients with integrity, honesty, and professionalism. We provide quality, individual, and value-added services working alongside an internal and external team of advisors, legal, tax and other specialists to equip our clients with the personalized advice while educating along the way. We look to build strong connections, create open interactions, and foster trustworthy relationships.

Link to: Retirees

Retirees

Tailored solutions to help you with your retirement goals, dreams, and personal cash flow.

Individuals & Families

Customized solutions based on you, your future, and your financial well-being. Build a solid foundation by protecting and growing your wealth.

Business Owners

Strategies to help increase cash flow, keep key employees, boost morale and loyalty, all while protecting your business.

“We work to keep more green in your jeans and help you pay less taxes!”

— Trailane Financial

Financial Advice

Holistic advice for all life stages to help you achieve your financial goals and dreams.

Investments

Grow your wealth to meet your goals and achieve financial freedom through diversification and risk management.

Insurance

Peace of mind for you and your family. Taking care of what matters most and cultivating a secure foundation.

Latest News

Learn how we can help

Client Appreciation

Lisa picked up my spirits and made me believe in my own ability to handle all aspects of my money.

We highly recommend Lisa as an integral part of a business planning process. She demonstrates a high level of competence through her resourcefulness, expertise and working knowledge. She is particularly good at asking concise and clear questions which allows her to fully understand her client’s needs and provide the best plan for her clients.

Mark is patient and knowledgeable, always willing to answer any questions or concerns I may have. He has my best interests at heart and I feel he truly cares about his clients.

Lisa has been patient, encouraging and non-judgmental about all of my financial concerns and questions.

Kevin was amazing at helping us create a plan for the present and our future.

Mark came up with the perfect combination of insurance to both cover me so my daughter wouldn’t suffer financially if I died and also gave me the peace of mind knowing her education is taken care of.

He (Mark) is extremely competent and we like him a lot, he is easy going, no pressure selling and he knows exactly what we need…

They are a great bunch of people and I am more than happy working with them, if you are in business I would recommend them wholeheartedly.

You (Liliana) were so nice and very helpful throughout the whole process! The service was beyond amazing!

It has truly been an amazing experience and I am definitely looking forward to building my financial portfolio with Trailane Financial!

I am so grateful for Lisa’s expertise and look forward to soon learning more about investing under her guidance.

It has been a pleasure to work with Lisa as she takes the time to get to know her clients and their needs so that she can tailor a program that works with their needs and budget to cover the bases that are most important.

Mark has my best interests at heart and I feel he truly cares about his clients.

I am excited to work with Lisa and associate Kevin in my future and I KNOW that my finances are in good hands!

I am so grateful to both Kevin and Lisa for their combined efforts to open a new way of thinking about my future and the legacy I leave for my children!

Lisa demonstrated her skills, values, and expertise with us specifically by helping us to streamline our group benefits offered to the management and staff.

Lisa has become my financial adviser and I haven’t looked back since.

We are now getting more out of our money and feel more secure about our future!

He (Mark) keeps me on the straight and narrow financially, he is a great planner and gives me confidence knowing our future is bright.

 

They have put in place a great benefits package for our staff that is really helping us with staff retention.