Matt Lane, RICP®, RSSA
22 One Advisors
5420 Lyndon B Johnson Fwy Ste 1300
Dallas, TX 75240, US
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.
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.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
I recently had the pleasure of working with Matt Lane to plan Social Security benefits and strategies for my mom, and I couldn’t be more satisfied with the experience. Matt was incredibly knowledgeable, patient, and attentive to our unique situation. He took the time to explain complex concepts in a way that was easy to understand, and his strategic recommendations were both insightful and tailored to our needs. Thanks Matt, we feel confident in our plan and are grateful for the peace of mind. Highly recommend!
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!
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.
Incredibly knowledgeable and patient. He tackled all of our social security questions with ease. A+
Matt is outstanding! Always on top of things, a great listener, and knows what’s he’s doing with SS!
Very knowledgeable, highly recommended!
Very knowledgeable!
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.