Matt Lane, RICP®, RSSA

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22 One Advisors
5420 Lyndon B Johnson Fwy Ste 1300
Dallas, TX 75240, US

469-337-5595

Average Rating: 5 stars (based on 7 ratings)

Professional Profile

The mission of our office is to help our clients connect what’s in their hearts with what’s on their balance sheet.

There’s a proverb that says, “A good name is more desirable than great riches; to be esteemed is better than silver or gold.” Our team seeks to understand the “why” behind a client’s wealth. What is the purpose and meaning behind our money? Accumulating money purely for the sake of money is not good enough. Your net worth should carry a mission statement that helps you fulfill your legacy, your calling, and your name.

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    Real Stories from Real People

    Most People Leave Money on the Table

    96%

    Don't Optimize

    Very few people get all the Social Security they deserve.

    $111,000

    Is Lost

    The average household is losing $111,000 in potential income.

    1 Chance

    To Claim

    Social Security gives you one chance to get it right – forever.

    Maximize Your Benefits

    Discover important information for your situation.

    I met with Mr. Lane today to go over my retirement and some concerns that I had. He was thorough and prepared. He answered all of my questions that I had and helped to put my concerns at east. I am incredibly confident in both my retirement and having Mr. Lane as my financial advisor. I highly recommend him for all of your retirement financial planning needs!

    Paul Hernandez

    Matt’s knowledge of how to integrate SS planning into our clients’ financial plans has been tremendously helpful. It’s given our clients confidence in making the proper decision that benefits their families the most as they make decisions about their retirement.

    Loren Hsiao

    Incredibly knowledgeable and patient. He tackled all of our social security questions with ease. A+

    Andrew Manwaring

    Matt is outstanding! Always on top of things, a great listener, and knows what’s he’s doing with SS!

    Kyle Wick

    Very knowledgeable, highly recommended!

    Amanda Ferris

    Very knowledgeable!

    Kevin Elliott White

    Matt is a wealth of knowledge when it comes to financial planning. Especially when social security is involved. He makes the complex very easy to understand.

    Lee Ezzell