At Lantz Financial, we are driven by your success. Our clients invest with intention-meeting goals, for the purpose of growing their wealth and protecting their loved ones. By aligning our guidance, investing principles, and planning with equal passion, we feel we go beyond being an investment adviser to becoming a dedicated partner.
Our focus is on relationships and obtaining an understanding of each client's personal vision. Our commitment is to help develop, alongside our clients, detailed financial strategies, taking into account their needs and objectives, willingness to assume risk, current and future income needs, and potential tax liabilities. We believe relationships are based on trust; we intend to earn that trust through hard work, honesty, service, and a fair cost.
Our firm is independent of large banks or brokerage firms allowing for independent advice built on education, experience, and knowledge. Our fee is clear and transparent, disclosed upfront and based on your growth.
Our only focus is advising individual investors and their families. We give our clients a simple and understandable roadmap to grow, protect, and eventually transfer their wealth.
We are compensated only by our clients and do not earn commissions for selling investment products to clients. As a fiduciary, we are held to a duty of care, requiring our advice and recommendations to always be in your best interest.
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
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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