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Steve Lane, CFP®
Founding Partner at The Perspective Group, LLC, A registered investment advisor
Steve Lane, CFP®, is the Lead Financial Planner and Founding Partner at The Perspective Group. He specializes in providing tailored and comprehensive financial planning services, along with ongoing wealth management to his clients. Lane has built a community focused on personalized financial strategies that integrate various aspects of clients' financial lives, including portfolio management and tax considerations.12