We work to understand and analyze your financial situation, your vision for the future, and your comfort level of investment risk. We then work with you to design a portfolio to help you reach your long and short term goals. We will also provide ongoing portfolio maintenance and reviews because individual situations, goals, and markets can change over time.
Every person has a somewhat unique attitude and comfort level of investment risk. We will have a discussion of risk to help set an appropriate risk level for your portfolio. Whether providing steady income or rapid capital appreciation we will work to help find the right balance for you.
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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