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