Edward Jones - Financial Advisor: Gina Lane, CFP®

Root Assets Uncover hidden savings and secure your future. We specialize in finding money you’re losing unknowingly—without changing your lifestyle or taking risks. By optimizing your mortgage, taxes, retirement, education costs, major purchases, and insurance, we turn overlooked dollars into a stronger financial foundation. Get clarity on your toughest financial questions: How much do I need to retire comfortably? When can I stop working? How can I save more without sacrifice? Let us help you keep more of what you’ve earned and build the future you deserve. Contact us for a free consultation. Your financial peace of mind starts here.

As a Personal Financial Representative in Tucson, I’ve gotten to know many local families. I understand that When it comes to preparing for your financial future, each person’s needs are unique. That’s why when you contact me at my Tucson office, you’ll receive personalized service based on your ...

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy