Welcome to The Financial Planning Office of Lance Harshbarger

A Branch Office of Securities America, Inc.

Freedom. Growth. Legacy

Lance is a CERTIFIED FINANCIAL PLANNER (CFP)® who enjoys partnering with hard working families to bring clarity and confidence to their financial plans. With over 20 years of wealth management experience, he loves to build relationships with clients to discover all of the positive possibilities for a secure retirement.

As an independent advisor with Securities America, Inc., Lance is not tied to any specific investment vehicles or financial products. So, with the ever-growing universe of investments to choose from, he seeks to customize each client portfolio in a way that is unique and suitable.

Your Family. Your Dreams.

They Are Worth Planning For.

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About Us

Lance is a CERTIFIED FINANCIAL PLANNER (CFP)® who enjoys partnering with hard working families to bring clarity and confidence to their financial plans.

With over 20 years of wealth management experience, he loves to build relationships with clients to discover all of the positive possibilities for a secure retirement.

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Securities America Inc.

Direct Office Phone: 913-851-1903

Mobile / Text: 913-538-0860

Fax: 913-851-1907

[email protected]

disclosure documents

Securities offered through Securities America, Inc. (SAI) member FINRA/SIPC. Investment advisory services offered through Securities America Advisors, Inc. (SAA). SAI and SAA are separately owned and other entities and/or marketing names, products or services referenced here are independent of SAI and SAA. This communication is strictly intended for individuals residing in the states of AR, AZ, CO, FL, IL, KS, MO, NE, OK, TX. No offers may be made or accepted from any resident outside the specific state(s) referenced

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.