Services

Financial Planning

Retirement Income Planning

We utilize the "Lantz way" to develop an understanding of your goals and dreams for retirement and help you prioritize those values. We work with you to construct a personalized retirement income stream that gives you the freedom and flexibility to help achieve your objectives.

Education Planning

Higher education is expensive and the cost is growing. It's best to have a plan for making the most of your education savings, and parents today have more choices than ever to help save for college. We can help you determine which method is best for you and your family. We then help you maintain your education savings investments until your children are through with their education.

Estate Planning

A well designed estate plan can help you become more confident that you and those you care for most will enjoy the security of your assets. Though we do not practice law, we will work with you and your legal advisors to help make sure your estate investment plan reflects your goals and objectives for your family and that your assets function as intended with that plan. Please be sure to consult a licensed estate planning attorney when designing your estate plan.

Tax Planning / Charitable Giving

Financial decisions made in the course of building and distributing a portfolio can have a profound impact on your tax situation. It is important to understand and analyze the impact of your decisions on your taxes whenever possible. We will help you understand the tax benefits and ramifications of various portfolio, investment, and charitable alternatives. We are happy to work with your tax professionals to review your specific tax situation.

Insurance Planning

A sound risk management plan often starts with insurance, and we can help you assess your needs and review your existing coverage. As fiduciary, fee-only financial advisors, we are not selling you insurance products. Instead, we are working with you to help develop a customized insurance and risk management strategy that fits in with your long term financial planning goals. We will help you understand your risks and address the potential need for life, disability, and long-term care insurance. We will also detail the impact of health care costs and insurance on your financial planning goals. When necessary, we will work with your existing insurance professionals or connect you with specialists to help facilitate changes or additions to coverage.

 

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:
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • 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.
Form CRS | ADV | Disclaimer | Privacy Policy
Copyright © Lantz Financial, LLC | Powered by AdvisorFlex