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D. Trent Lancaster, AWMA®
Our Team
Because of the changing needs of my clients, I became affiliated with a firm that supported my client service philosophy and the way I approach my practice. This is the reason I joined Janney. Janney has the balance of a regional presence coupled with a culture based on 'the client comes first.' This culture allows me to give each of my clients the attention they need toward meeting their investment goals. I take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. My depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables me to provide high quality service, while offering advice and executing financial solutions for every stage of life.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
PS I Love You Ministries - Spartanburg, SC
To find out more about PS I Love You Ministries, click here to follow their website
PK OUTREACH - Spartanburg, SC
PK Outreach 140 Halls Bridge Road Inman, SC 29349(864) 592-9386
Spartanburg Academic Movement (SAM) - Movement 2030
To find out more about Spartanburg Academic Movement (SAM) - Movement 2030 click here to follow their website
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Event: Janney’s 2023 Mid-Year Market Update
What’s next for the economy and markets?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 01, 2024
Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA
If your income is too high for a Roth IRA, consider this backdoor strategy, which allows you to convert from a traditional IRA to a Roth—despite IRS-imposed income limits.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
March Investment Perspectives
In this latest Investment Perspectives, we discuss the economic evolution of Mexico, the Fed’s many misconceptions, and whether there are new highs ahead for the S&P 500.
Tax Mailing Schedule
Knowing when you’ll be able to access information you need to prepare your taxes makes the process easier.
Estate Planning for Procrastinators
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.
Office Information
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