Regardless of your financial goals, Lanier Upshaw can provide the experience and strategies to achieve them.

With access to a broad array of companies rated among the best in the industry, our goal is to assist you in reaching your long-term objectives by employing an array of services.

Business Planning
Work with us for all of your business planning including: Business Succession Planning, Funding Buy-Sell Agreements, Key Employee Benefit Plans and Income Replacement Plans

Wealth Accumulation Planning
Build your money with us as we assist across the board in understanding and managing risk, tax deferred investment plans, asset management programs and the “perfect investment.”

Retirement Planning
What are your retirement goals? Do you want to ensure you can maintain your standard of living when the time comes to retire? We can help you prepare for that day through tax-qualified plans like all forms of IRAs and 401(k) plans as well as non-qualified programs such as deferred compensation plans, split-dollar plans and tax-deferred accumulation plans.

Estate Planning
Making sure your wealth is distributed to your heirs or to designated charities requires a legally sound plan. Allow us to assist with your will and trust planning and bring our unique tools, techniques and strategies to bear to ensure your money is directed where you desire.

Other Services
We can assist you in acquiring the best life insurance for your lifestyle, ensuring you have a long-term care plan, charitable planning and much more.