I founded Lantz Financial four years ago, however, the idea had been brewing for the thirty years I had been in the business. I realized there was a need to be able to change and provide objective advice free from corporate objectives and to act as a fiduciary for clients. That was something increasingly difficult as the major firms consolidated. Lantz Financial strives to provide tailored financial and retirement income plans for the right clients that meets their needs and expectations. For the past two decades our focus has been on refining our clients’ income plans to help provide realistic income streams that they should not outlive. Starting Lantz Financial has helped allow us to accomplish all of this with an independent spirit rather than a boiler plate mentality.
Thirty years ago, I started in the business building up a clientele going door to door to meet clients in their homes. I spent many years at AG Edwards as an advisor and branch manager until they merged with Wachovia and what became Wells Fargo Advisors. During that time, I was fortunate enough to have earned many firm and industry recognition awards, such as the Forbes Best in state ranking and Chairman’s council from my firm for many years. However, what I am most proud of in 30 plus years in the business is putting a great team together and avoiding client issues. We take great pride in that as we feel that in the investment world there are no shortcuts. Our focus has been helping clients turn their life savings around and providing a lifetime income stream that helps allow them to be able to do what they want.
Outside of work and the personal things listed below, many people consider me a “foodie”. Whether it's cooking or finding that hidden gem restaurant I guess I would say food is fun for me.
I attended North Central College and played basketball for four years, as did Dan and Derek,. I have four children, two of which attended Purdue University, one is attending Colorado State University, and my youngest is at Neuqua Valley High school. My outside interests consist of food, of course, as well as basketball, golf, reading, and travel.
Step 1: The psychological aspect of finances
Step 2: Assessing your assets, liabilities, and sources of income
Step 3: Mapping out your expenses
Step 4: Meeting with your Lantz financial advisor to develop your plan
Step 5: Monitoring and maintaining your plan