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Lashley Wealth Management works with individuals, families, corporate executives, and business owners in many areas, including:

Retirement Planning We can guide you toward making the most of your employer-sponsored retirement plans and IRAs, determining how much you need to retire comfortably and assisting you with managing assets before and during retirement.

Tax Management | In developing tax-efficient investment strategies, we are fully comfortable working with your trusted professionals or referring you to qualified tax specialists.

Estate Planning | We do also work with estate planning and trust specialists to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs, and coordinate with your tax and legal advisors.

Education Funding | For families looking ahead to the future, we will provide recommendations for investment and accumulation strategies to help you pay for your children's or grandchildren's education.

Risk Management | Our team can help you review your existing insurance policies.

Investments | In determining your asset allocation needs, we can help you understand your risk tolerance while also recommending the appropriate investment strategies to help you reach your goals.

Employee and Executive Benefits | Lashley Wealth Management can also assist your business in attracting and retaining qualified employees through benefit packages.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  913.338.2400