Raising the Bar
for financial Planning

At Lantz Financial, we’re committed to providing a better experience for our clients, from the first consultation to the fulfillment of your long-term goals. We build relationships that last and give advice that works, so you can enjoy the rewards of expert financial planning for a lifetime.

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What we doGuiding You to
a Better Life

Lantz Financial is committed to remaining an independent firm whose sole focus is helping you live a better life. We don’t push proprietary products or work to meet quotas; our only goal is getting you to your own goals. We focus on long-term success, not short-term performance, so you can feel confident and secure in your future—and in the futures of those you love.

SHOOK Research, an independent research organization which evaluates and ranks financial advisors, does not receive compensation from financial advisors, their firms, or the media in exchange for ranking purposes. Rankings are awarded annually after a one-year evaluation process concludes in June of each year. Michael Lantz has been awarded the ranking for the last eight consecutive years. Rankings are based on the data collected and opinions of SHOOK Research, LLC and may not be representative of any one client’s experience and are not indicative of future performance. For more information, please visit www.SHOOKresearch.com.

Who we helpPersonalized Financial Guidance for
All of Life’s Stages

Whether you’re just starting to save for retirement, ready to step out of the working world, or somewhere in between, Lantz Financial has the personalized financial guidance you’re looking for. We work with clients in all stages of life, helping them overcome obstacles, avoid common pitfalls, and get closer to their long-term goals. Whatever your questions or concerns may be about your finances, our advisors can build a plan that works for you.

Retirement <br/>Planning

Retirement
Planning

Retirement planning is so much more than just hitting a savings goal. We help ensure you have steady income throughout your retirement, so you can relax and enjoy those years, like you’re meant to do.

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Tax <br/>Planning

Tax
Planning

A good financial plan isn’t just about earning—it’s about keeping more of what you earn. That’s why we focus on tax-efficient financial plans that help you keep more in your pocket and give less of it to the IRS.

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Risk <br/>Management

Risk
Management

We work to understand your individual risk tolerance, minimize risks, and protect your financial security through smart strategies that prioritize long-term success over short-term results.

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Estate <br/>Planning

Estate
Planning

Planning for what you leave behind is just as important as planning for your own financial needs. We can offer guidance to help you build your estate plan that best provides for your loved ones and protects your legacy.

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who we serveBuilding Partnerships that
Last a Lifetime

At Lantz Financial, we work with clients in all stages of their financial journeys. We understand that every stage of life can come with financial hardships or questions about managing your assets, and we want to be there to help every step of the way. Whether you’re just starting out or well on your way to your goals, we build lasting, trusted partnerships to help guide you through the rest of the journey.

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about usMotivation, Innovation,
Knowledge, Excellence

Lantz Financial has offices in Naperville, Illinois, and Bonita Springs, Florida. Even as we continue to grow our firm, we strive for excellence in all that we do. We continue to offer personal, one-on-one financial guidance, while backing our service with decades of knowledge and expertise—all with the sole mission of helping you live a better life.

contact UsLet’s Talk
about Your Goals

If you’re looking for answers to some of those big financial questions, we encourage you to reach out to Lantz Financial today. Schedule a consultation with one of our team members, and see how our financial planning services can help you reach your goals.

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