About

Who do we serve

We serve those that want to reach their highest financial potential and are willing to learn and grow with our team by their side. We provide financial advice that we feel helps clients elevate themselves to the next stage of life.

Individuals and Multigenerational Families

We help individual investors and their loved ones enjoy their best life.

Wealth Accumulation

Whether you are just out of college and beginning to accumulate wealth or someone that is looking at strategies to maintain and expand their wealth, we will work to cater to your unique situations.

Retiree

With the abundance of retirement options to choose from, we give you extensive information to come to a prudent decision for your long deserved retirement experience.

Business Owners

We value the courage and perseverance it takes to operate your own business, and we are here to assist in making your business flourish.

The Lantz way

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

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    (331) 204-6230
  • E-Mail:
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  • Address:
    1733 Park Street, Suite 350 Naperville, IL 60563

Investment advisory services provided by Lantz Financial, LLC, an SEC registered investment adviser. This website is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside. All content on this site is for informational purposes only and should not be considered investment advice. Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness. Neither Lantz Financial, LLC nor its representatives provide tax or legal advice, and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.
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