Dianna Laney, managing partner of PGL Financial, recognizes that money is a tool to support the things that really matter to clients. Offering retirement planning, investment management and financial planning, PGL tailors services to each client’s situation and goals.
Throughout her 17 years as an advisor, Laney and her team customize plans for clients’ specific financial goals and help them learn tax and money management strategies to build healthy habits and more comfortable lives over time. The firm helps clients strategize for future financial needs and works with them toward appropriate investments through state-of-the-art tools and forward thinking.
“Our typical clients are busy professionals in the engineering, environmental, health care and tech fields,” Laney says. “Often, they are so busy building their careers and families that it’s difficult for them to focus on their finances. We help them define what they want from their money in the long term and build a plan to help them pursue wealth. We also assist clients who are nearing retirement to ensure that they’re prepared for that transition from being an accumulator to creating an income stream from their investments.”
“We invite anyone needing financial guidance to come visit us — we’re local and independent and enjoy working closely with people to help them better understand their financial options.” — Dianna Laney, Managing Partner
With PGL located in Folsom, Laney is an enthusiastic participant in the local business community. She’s deeply involved with the chamber of commerce and sits on the chamber’s board of directors and on the government affairs committee. She’s also a library commissioner for the Folsom City Library and coaches youth soccer in town.
Looking ahead, she says, “PGL will continue to help clients with their goals and pursue financial independence through the economic ups and downs we’re seeing. We invite anyone needing financial guidance to come visit us — we’re local and independent and enjoy working closely with people to help them better understand their financial options.”
Required Disclosure: Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
