About LANTZ FINANCIAL LLC
LANTZ FINANCIAL LLC is a professional financial advisory firm that provides expert guidance and services to individuals and businesses looking to achieve their financial goals. With a team of experienced and knowledgeable advisors, LANTZ FINANCIAL LLC is equipped to offer comprehensive financial solutions tailored to each client’s unique needs and objectives.
How the Advisor Helps Clients – Key Takeaways:
- Provides expert financial guidance and services
- Offers comprehensive and customized solutions
- Works with clients to achieve their financial goals
- Experienced and knowledgeable team of professionals
Facts and Insights
LANTZ FINANCIAL LLC has been in business for over 10 years, serving a wide range of clients with their financial needs. The firm has built a strong reputation for its expertise, personalized services, and commitment to helping clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 10+ years |
Financial Services Offered
LANTZ FINANCIAL LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Investment Planning
- Retirement Planning
- Wealth Management
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
LANTZ FINANCIAL LLC works with a variety of clients, including individuals, families, and businesses. The firm’s services are tailored to meet the unique needs and goals of each client, regardless of their financial situation or background.
Fees & Compensation
LANTZ FINANCIAL LLC charges fees for its services, which may vary depending on the type and complexity of the services provided. The firm is committed to maintaining transparency and ensuring its clients fully understand the costs associated with its services.
Background
LANTZ FINANCIAL LLC was founded by John Lantz, a certified financial planner with over 20 years of experience in the industry. John and his team of advisors bring a wealth of knowledge and expertise to the firm, providing clients with the best possible financial solutions and advice.
Financial Advisor Disclosures to Know
Clients working with LANTZ FINANCIAL LLC should be aware of the following disclosures:
- The firm may have conflicts of interest when recommending certain financial products or services.
- LANTZ FINANCIAL LLC may receive compensation from third-party providers for recommending their products or services.
- The firm’s advisors are committed to acting in the best interest of their clients at all times, in accordance with regulations and ethical standards.