Lois Lane

“Josh looked at my entire financial situation in terms of insurance, IRA, and estate planning.  It was much better for me to sit down with one person who could manage all three pieces.  Even when I am too busy to think about it, I can count on him to help keep my finances upfront in my mind.

He took my investments out of things I didn’t understand and put them into what I care about. I had every confidence in his investment ideas, and have been happy with how they have performed.  Being in real estate, I like to invest in something I can drive by and see and know how it is doing, so Josh is helping me to consider investing locally.

Now it’s exciting to think about my investments.”

Lois Lane

Broker/Owner, Lane & Smythe Real Estate