Dylan Lamborn

Background

About Dylan Lamborn

People like to engage with me because I'm approachable and have great ideas. I enjoy conversation about personal goals, life, family, finance and business in general. Most of my time is spent building and designing ASSET MAPS for current & prospective clients. A philosophy:"Things should be made as simple as possible, but not simpler"- Albert Einstein ASSET MAP is a ONE-PAGE, comprehensive & VISUAL way to look at your situation. It helps clients and advisor(s) have more meaningful My goal is to help people understand and prepare for "6Ls".planning opportunities & common events that will impact the well-being a family or business. I typically work as the lead advisor and main point of contact, which clients appreciate. However, over 10 years of experiences have led me to believe teams are more EFFECTIVE than a "lone wolf." My greatest strength is a close network of personal connections (in and outside of the world of finance) who like to see people WIN. I collaborate with my TEAM to serve clients like: 1) Small Biz owners frustrated with their current set up & feeling behind or inefficient with building - need to grow NOW and feel like finding something "different" is too time consuming. Getting organized will be too painful. Spending too much time working IN the business instead of ON the 2) Organizations who care about their employees and educating them about company benefits & financial wellness time, HR resources or a relationship w their broker 3) People age 55-75 seeking a great advice & education, guidance on social security/pensions, a spending & investment plan, how to protect their nest egg, medicare/long term care budgeting.estate analysis, succession plans, keeping control, minimizing taxes (biz owners)