Our Services


What we doEducating and Empowering Clients
through Financial Planning

Lantz Financial is an independent firm that provides comprehensive and customized financial services. We don’t deal in prepackaged products or cookie-cutter financial advice. Instead, we build relationships with each client so we can understand their unique needs and goals, then provide the right kind of guidance for every person. Because at Lantz Financial, we know we’re not just handling your finances—we’re helping you build a future.


Retirement Planning

Have you saved enough for your retirement? We’ll help you build a plan that’s based on your vision of retirement, and secure multiple revenue streams so you feel confident in your financial stability.


Education Planning

With the rising cost of college, will you be able to help your kids get the education they need? We can guide you through selecting a savings plan and establishing regular deposits to secure your kids’ futures.


Tax Planning

Are you giving more of your income to the IRS than you need to? Lantz Financial provides tax-efficient financial plans that allow you to keep more of your money in your own pocket.


Risk Management

Just how much risk can your finances tolerate? The answer is different for everyone, but we can help you determine your risk tolerance and manage risks effectively to both protect and grow your assets.


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.


Investment Management

Are your investments helping you reach your financial goals? Our experienced financial advisors can develop a portfolio that’s aimed at achieving long-term success and financial stability for years to come.

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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