Welcome To Park Lane Financial Group
Our Philosophy
Park Lane Financial Group treats each client relationship with the same care that we hope one would treat our own family. Park Lane will develop a plan specific to your needs and lead you through each step.
“We help clients save the one thing that isn’t guaranteed in life — time.”
Cade BekanichFounder & Managing Partner
Park Lane recognizes the importance of securing your assets and ensuring that your family is cared for after your all-star performance here on Earth. From minimizing student loan debt to maximizing assets for your beneficiaries, our responsibility is to help you achieve your goals in the most efficient manner.
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With experience in both private and public settings, Cade Bekanich, CFP®️ is dedicated to empowering clients through personalized financial strategies. Specializing in serving divorcees, widows, business owners, retirees, healthcare professionals, and state employees, Cade understands the unique challenges and opportunities each group faces.
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Meet The Team
Relationships are built on trust.
Meet the team who is here to understand your unique story, develop a plan tailored to your needs, and walk beside you every step of the way.
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Cade
Bekanich
Buffalo Chicken
& Bleu Cheese
Our Process
Most advisors just manage your money. We build a full plan that actually supports your life today, and well into retirement.
1. Discover
We take the time to understand your goals, values, and overall financial picture so everything starts with what matters most to you.
2. Design
We build a thoughtful strategy tailored to your life, bringing together investments, tax planning, estate considerations, and cash flow in a clear, cohesive way.
3. Deliver
We put your plan into action and continue to guide you over time, helping you adjust and stay on track as your life and priorities evolve.
Core Services
Retirement Planning
You have worked hard to build your savings. Now it’s time to turn that wealth into income that supports your retirement goals. We work with you to create a retirement strategy designed to help you step away from your career with confidence and support the lifestyle you envision throughout retirement.
Investment Management
Your portfolio should reflect more than market performance. It should reflect your goals, values, and timeline. We design and actively manage investment strategies aligned with your risk tolerance, tax situation, and long-term objectives.
Tax
Planning
Where you draw income matters just as much as how much you withdraw. We coordinate withdrawals across retirement accounts, brokerage assets, and savings to help reduce taxes and improve long term financial efficiency.
Life Transitions & Specialized Planning
Financial decisions become more complex during major life changes. We provide guidance for: Divorce & widow planning, Education planning, Business owner planning, Estate planning, and Insurance planning
