Our Firm

As Certified Financial Planners and Investment Adviser Representatives with nearly 20 years of combined experience, we develop and implement customized personal financial plans that are aligned with and based on a deep understanding of our clients’ goals, dreams, needs and values. 

Our Commitment

We do everything in our power to keep our clients focused on their objectives and advise them on how to realize them. We address the key questions, concerns and frustrations many investors have, such as:

• Finding someone they can trust
• Confusion by the myriad of investment choices available (information overload)
• Concern with the volatility of the financial markets
• Paying high commissions
• Tired of salespeople who are not accountable

Our Principle

Our firm is based on the principle that education and understanding of our clients’ current financial situation is vital to making prudent decisions concerning their financial issues.  Our clients value that we are easily accessible, listen intently to their concerns, respond promptly and communicate with them often.  Unlike some investment professionals, we are not in the business of selling products.  What we do is provide the education and guidance you desire to pursue financial independence and your personal dreams, from building a solid foundation for your future, to generating a steady stream of retirement income, to leaving a legacy for your loved ones.

Rachel Lane, CFP

Certified Financial Planner

Phone: 970-613-1553

Fax: 970-613-1173

E-mail: laner@financialnetwork.com

Rachel Lane has 10 years of financial planning experience and is a Certified Financial Planner. Within the context of the financial planning process, Rachel finds joy in educating and empowering individuals with diverse backgrounds and lifestyles. Her passion is people, uncovering their goals and values, and walking hand in hand with them on their journey to financial independence.

Email Rachel at laner@financialnetwork.com.

Rey Liss, CFP

Certified Financial Planner

Phone: 970-613-1553

Fax: 970-613-1173

E-mail: lissr@financialnetwork.com

Rey Liss earned his CFP designation in 1999 and has been involved in the Banking and Financial Planning fields over the past 20 years.  Rey is a firm believer in the process of financial planning, incorporating the unique characteristics of each client into customized financial plans.  Rey holds Bachelors and Masters degrees from Colorado State University and resides with his wife and 2 children in Loveland, Colorado.

Email Rey at lissr@financialnetwork.com