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What's next?

Life—like the stock market—is unpredictable. It has its ups, downs, twists, and turns. We never know exactly what’s next, but we can be ready. Financially speaking, that means saving, investing, and managing future risk during the “ups” so that we can weather the “downs” and look for the opportunities that lie within.

At Kelley Lane Capital, we’ll help you develop good savings habits, guide you toward sound investment principles, and encourage you to apply those habits and principles consistently. We’ll also help you mitigate financial risks so that short-term “downs” don’t derail your long-term plans.

Our Firm

Our Firm

As an independent firm we are committed to offering complete objectivity and unbiased advice

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Our Approach

Our Approach

We strive to build long-lasting relationships with our clients, offering education and guidance

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Our Clients

Our Clients

We specialize in working with attorneys, medical professionals, and personal-injury claimants

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Our Services

Our goal is your success. Below are some resources to help you have a successful financial future.

Investment Management

Investment Management

We will work with you to create a comprehensive investment plan that makes sense for your life and your risk tolerance. Then, you’ll be able to see your complete picture of your financial health through our interactive portal.

Retirement

Retirement

Dream big, have fun, and watch your finances grow. We have experience advising clients on every type of retirement account, and we can even help you set up and manage retirement plans for your employees.

Financial Advising

Financial Advising

Life moves pretty fast and can change even faster. We help our clients set up a “Pay yourself first” budget, establish short-term savings for emergencies, think about long-term goals, and begin working toward achieving them.

Tax Strategies

Tax Strategies

Nothing eats into portfolio returns like taxes. Uncle Sam is going to take his fair share, but we can help you implement simple strategies to make the fair share lower for you, your company, and the people you plan on leaving everything to.

Charitable Giving

Charitable Giving

Giving back looks different for everyone. We can help you find the appropriate charitable path, whether that includes direct donations, charitable trusts, donor-advised funds, private foundations, or some combination.

Settlement Planning

Settlement Planning

If you or a loved one is involved in injury litigation, or has received a legal settlement, we can help protect that money for its intended purpose: to help you finish healing, get back to normal, or establish your new normal.

Trust Administration

Trust Administration

We are happy to serve as institutional trustees for a wide variety of types of trusts. An institutional trustee provides continuity and neutrality to a trust, which can help ensure that it achieves its intended purpose.

Risk Mitigation

Risk Mitigation

One of the most important parts of any financial strategy is mitigating risk. But insurance and other mitigation tools can be overwhelming. We will analyze your personal or professional vulnerabilities and point you toward the right solutions.

Business Succession

Business Succession

What will happen to your business once you decide it’s time to retire? Succession is a complicated process, but planning ahead can smooth it out and help everyone save time, trouble, and money.

What does “Kelley Lane” mean?

What does “Kelley Lane” mean?

About eleven miles off of Highway 6, between College Station and Waco, is a small town...

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When do I need a financial advisor?

When do I need a financial advisor?

It’s a common misconception that only wealthy people need a financial advisor. It’s also an...

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How much should I be saving?

How much should I be saving?

How much should I be saving and where should I put it? While this might seem like a simple enough question, answering this for my clients is what keeps me busy. The answer to it...

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