Find Your Peace of Mind
She takes time to understand each client's goals, priorities, and concerns before developing recommendations tailored to their unique circumstances.
Amanda Laney is a financial advisor and business owner
dedicated to helping other business owners, professionals, and families make
informed financial decisions. Through a comprehensive approach, she helps
clients coordinate the many moving pieces of their financial lives, including
investments, retirement planning, tax strategies, risk management, and legacy
planning into a cohesive strategy aligned with their goals and values.
As both a financial advisor and entrepreneur, Amanda
understands the unique opportunities and challenges that come with building a
business, creating wealth, and strategically positioning oneself for the
future. She is passionate about helping clients simplify complex financial
decisions and develop strategies aligned with their long-term goals and
priorities.
Amanda's approach
emphasizes clear communication, resourceful guidance and client service. Amanda believes preparing for your financial
future should be both strategic and practical. She takes time to understand
each client's goals, priorities, and concerns before developing recommendations
tailored to their unique circumstances. She takes a collaborative approach,
often including other experienced professionals to help ensure financial
decisions are coordinated and aligned with a client's broader objectives.
Amanda is committed to continuous professional development
and lifelong learning, believing that quality
client service requires ongoing education and dedication to staying
current in an ever-evolving financial landscape. A graduate of Purdue
University, Amanda developed the strong work ethic, analytical thinking, and
commitment to service that continues to guide her professional approach today.
Outside of her professional life, Amanda enjoys spending time with friends and family, maintaining an active lifestyle, traveling, and pursuing opportunities for personal growth. She believes many of life's most meaningful accomplishments are achieved through consistency, intentionality, and a long-term perspective.
CRN202908-11680183