155 E 3RD ST MOORESTOWN, NJ 08057 Get Directions
155 E 3RD ST MOORESTOWN, NJ 08057 Get Directions
Welcome to Our Family
While the questions below might seem difficult, a more critical question may be, "Who can I trust?". Lane Bridgers Schill is committed to providing honest, high quality financial planning and wealth management services to local families, small businesses, and institutions. Deeply rooted in the community and dedicated to faithfully serving our clients, we invite you to become a member of our family.
Will I have enough money to retire?
Which funds should I pick in my 401(k)?
What is the right mix of investments for me?
What is the best way to pay for college?
Why do I need a will?
Is my family protected if something happens to me?
Do I need long-term care insurance?
How do I select the right advisor?
Will I owe estate taxes?
What will happen to my business?
Company Profile
Lane Bridgers Schill (LBS) is a comprehensive financial, estate planning and investment advisory firm. LBS services a broad range of clients, including professionals, private business owners, executives, and retired individuals. Although our organization was founded in September 2003, the combined experience of our principals and financial advisors exceeds 100 years.
Our firm is an independently owned and operated Registered Investment Advisor (RIA). Charles Schwab acts as the custodian for our advisory accounts. It is because of our independence that we are able to offer a full menu of investment products and services, including fee-only platforms that align our clients' objectives with that of our own. Our investment advisory clients include individuals, trusts, charitable organizations, retirement plans and corporate accounts.
Our independence allows us to affiliate ourselves with several insurance companies and insurance brokerage firms. This enables us to procure insurance products that best meet the needs of our clients, whether it is term life insurance, long-term care insurance, "second-to-die coverage", etc. Unlike many of the larger brokerage firms, we have no proprietary products.
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