Today we’d like to introduce you to Lane Weitz.
Lane, can you briefly walk us through your story – how you started and how you got to where you are today.
After basically 3 separate careers in small business, at the age of 49 and 2 kids in college, I decided to do what I always wanted to do: start a financial planning practice and help small business owners and families visualize and create a successful financial future.
I’m now finishing up my 6th year, have almost 150 clients both small businesses and individuals and have loved every minute of it!
Has it been a smooth road?
Smooth? Definitely not! It’s a challenging, competitive industry and starting so late in life has presented some challenges, but also some opportunities.
The struggle has been, and to some extent continues to be, building a solid base of referral partners, both from existing clients and from others in the industry that are also helping small business owners.
Surviving the first couple of years was also a struggle as that is when most who enter the industry fail. Thankfully, I was able to get in front of enough people who would listen to me and give me a chance to help them.
We’d love to hear more about your business.
My firm, APEX Retirement, is a full-service financial planning & advisory firm. We are affiliated, although not captive to the Principal Financial Group. Principal is a Fortune 500 global financial services firm based in Des Moines, IA with over $500 billion in assets.
We help our clients with a variety of financial planning tools including life insurance, retirement planning, business retirement plans such as 401(k)’s and investments. We specialize in comprehensive business owner solutions and tax-advantaged retirement strategies. We also write a significant amount of life insurance both for protection and for tax-advantaged savings plans.
We are most proud of the diversity of our clientele. We help individuals, solo practitioners, small businesses and companies with hundreds of employees.
What sets us apart is our individualized service and our access. My clients literally can reach me 24/7/365!
Is our city a good place to do what you do?
I cannot think of a better market in the U. S. for our business, plain & simple!
Starting out in our business, you want to be where your network is. That is what is going to enable someone to survive those first couples of years. After that, you just need to be anywhere where you can grow your network. Dallas is a great place to do that because it is made up of a lot of smaller communities where it easy to get to know people and network.
If there is one thing Dallas could do better, in my opinion, would be to improve our rapid transit. Oh, and build our stadiums in downtown Dallas instead of Arlington!
Contact Info:
- Address: 5080 Spectrum Dr., #1200E, Addison, TX 75001
- Website: https://secure02.principal.com/publicvsupply/GetFile?fm=WW482&ty=VOP&EXT=.VOP&itemtype=4
- Phone: o +1.972.581.8788 | c +1.972.743.5509 | f +1.866.327.1039
- Email: Weitz.Lane@apexrpc.com
- Other: https://www.linkedin.com/in/laneweitz?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_base%3BXWaJZv5sSSGdRdinZP5rwg%3D%3D
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