About Us

Park Lane Financial Group treats each client relationship with the same care that we hope one would treat our own family.

When engaging in a holistic planning relationship with Park Lane, we’ll follow 7 steps:

1

Understanding Personal and Financial Circumstances

During our first meeting we gather detailed information about your current financial situation, including income, expenses, assets, liabilities, and personal goals. This offers a clear picture of where you stand compared to where we hope to take you.

2

Identifying and Selecting Goals

Together, we’ll discuss and identify your financial(and other) aspirations. These could be short-term goals like saving for a vacation or long-term goals such as retirement planning, buying a home, or planning for the next generation.

3

Analyzing Current Course of Action and Potential Alternative Courses of Action

During this step, we analyze your current course of action/current investment allocation. The goal is to explore other possible strategies to improve the likelihood of achieving your goals. ie: less financial concern and more enjoying life.

4

Developing Financial Planning Recommendations

Based on our analysis, the CFP^®️ Professional creates personalized recommendations. This plan outlines the steps you need to take to achieve your goals, considering your current situation and potential obstacles. This plan will change as time goes on, which is why consistent communication is a must!

5

Presenting Financial Planning Recommendations

This is the exciting part! Our team provides recommendations that are designed to help you achieve your goals and overcome uncertainty. We’ll explain the rationale behind each suggestion and how it supports your pursuit. This is the step when we define responsibilities of the client, responsibilities of the planner, and how we’ll continue to partner together moving forward.

6

Implementing Financial Planning Recommendations

The time has come to put our plan into action. This might involve opening accounts, reallocating investments, purchasing insurance, or any other actions outlined in the plan.

7

Monitoring Progress and Updating

Once the plan is in motion, the client and planner meet according their pre-scheduled check-ins to stay updated on the progress. Our priority is monitoring and adjusting the plan as needed based on changes in your life or financial situation.

Getting started is often the most difficult step. Just as other challenges in life, once you’ve started, no one can stop you.

Life isn’t the same tomorrow as it was today, and neither are your finances. Communicating with your advisor between scheduled meetings to discuss any uncertainties or major life changes is absolutely necessary.

Meet Cade

Cade Bekanich, CFP^®️, a graduate of Pennsylvania State University, is native to Northeastern Pennsylvania. Cade began practicing financial planning in 2018 while employed by a local holistic financial planning firm. Following his roll in the private sector, for nearly 3 years, Cade served as the Wealth Advisor and Relationship Manager for Fidelity Bank Wealth Management, covering 14 branches through Luzerne County and Leigh Valley. Multi-tiered experience offers the opportunity to conglomerate the best of each service model and instills complete confidence in Cade and his ability to provide his clients the greatest level of holistic financial planning.

Cade founded Park Lane Financial Group on the basis of providing clients with financial planning services, regardless of whether they had investable assets. Cade’s goal is to build lasting relationships that lead to a continuously improving financial situation for the client; one in which both the client and advisor each hold responsibilities that evolve overtime. Holding each other accountable is a perfect formula for consistent communication and dual commitment to achieving a jointly established goal.

Serving his community personally and professionally is a passion, which is why Cade values enhancing relationships in his home region.

As a board member of NEPA Estate Planning Council, Cade believes that continuous education and professional development is necessary to provide the greatest quality service to his clients. Cade is also involved in various other non-profit organizations including Junior Achievement – Young Professionals, NEPA POWER, and The Kirby House to name a few.

Exploring his passions, Cade loves traveling and enjoying food from across the world. His passion for food doesn’t stop at the restaurant. He even has a Bernese Mountain Dog named Buffalo Chicken. Cade also enjoys powerlifting, coin collecting and playing golf (or at least trying to).

Cade believes we have all been blessed with different strengths, and that our responsibility is to use those strengths to improve the quality of life that others experience. “We are meant to thrive off one another, and choosing to do so is a commitment to holistic growth”.

Meet Tanner

Tanner Vandermak, MBA, a graduate of Bloomsburg University, earned his bachelor’s degree in finance and business management in 2021 before completing his MBA from the same institution in May 2022. Tanner currently resides in Bloomsburg with his family while serving as a financial analyst and financial advisor for Park Lane Financial Group. His educational background and professional experience in financial analysis and advising allow him to provide valuable guidance to his clients. Beyond his professional pursuits, Tanner enjoys traveling, spending time in nature, and reading.