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, but 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.
Please read these terms and conditions of use (“Terms”) carefully before using the website located at www.lantzteam.com (“Website”) or any of the information or services provided by Lantz Financial, LLC in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Lantz Financial, LLC in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.
Lantz Financial, LLC reserves the right to change, modify, add, or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.
Lantz Financial, LLC does not collect personal non-public information through this website; however, we may collect information from you on application forms, agreements, profile or investment policy statements, and other documents received or processed in relation to services we provide. We also may collect information from other sources.
We do not respond to "do not track" requests because we do not track you over time or across third party websites to provide targeted advertising. We may, however, track you across our website to help us improve our content.
We may use "cookies" and similar online technologies to keep, and sometimes track, information about you regarding your usage of our website. Cookies are small data files that are sent to your browser or related software from a Web server and stored on your device. Cookies help us to collect information about your usage of our website, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site, such as the browser used. You can refuse to store or delete cookies by configuring your web browser settings. Most browsers and mobile devices have their own settings to manage cookies. If you refuse a cookie when on our website, or if you delete cookies, you may experience some inconvenience in your use of our website, such as having to re-configure preferences.
Lantz Financial, LLC often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. Lantz Financial, LLC works to help ensure that email communications do not contain sensitive information. For example, we remind our clients and others not to send Lantz Financial, LLC private information by email. If you have sensitive data to deliver, we can provide secure means for such delivery.
Please note: Lantz Financial, LLC does not accept trading or money movement instructions via email.
As a registered investment advisor, Lantz Financial, LLC emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Lantz Financial, LLC or the securities regulators.
If you have received an email from Lantz Financial, LLC in error, we ask that you contact the sender and destroy the email and its contents. If you have any questions regarding our email policies, please Contact Us.
Lantz Financial, LLC may utilize third-party websites, including social media websites, blogs, and other interactive content. Interactions with clients, prospective clients, and the general public on these sites may be considered marketing under the securities regulations and therefore subject to marketing regulations. As such, Lantz Financial, LLC generally retains copies of information that Lantz Financial, LLC or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Lantz Financial, LLC and by securities regulators.
If you have any questions regarding our policies, please Contact Us.
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