How does the advisor help clients – Key Takeaways:
- Provides financial expertise and advice to clients
- Assists with managing assets and investments
- Offers a variety of financial services to meet client needs
Facts and Insights
LANTZMAN MANAGEMENT is a trusted financial management firm that provides expert advice and services to clients looking to improve their financial standings. With years of experience in the industry, they have a deep understanding of market trends and use their knowledge to help clients make informed decisions about their finances.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million + | 10+ | 15+ years |
Financial Services Offered
LANTZMAN MANAGEMENT offers a wide range of financial services to meet the diverse needs of their clients. Some of the services they provide include:
- Investment planning and management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning and analysis
- Education planning
Client Types
The team at LANTZMAN MANAGEMENT works with a variety of clients, including individuals, families, and small business owners. They understand that each client has unique goals and needs, and they tailor their services to meet those specific needs.
Fees & Compensation
LANTZMAN MANAGEMENT believes in transparent and fair fees for their services. They work on a fee-only basis, meaning they do not receive any commission for recommending specific investments. This ensures that their advice is unbiased and in the best interest of their clients.
Background
The professionals at LANTZMAN MANAGEMENT have years of experience and education in the financial industry. They are constantly staying up-to-date on market trends and changes to provide the best advice to their clients. Additionally, they hold various certifications and licenses to demonstrate their expertise.
Financial Advisor Disclosures to Know
As a registered investment advisor, LANTZMAN MANAGEMENT is required to disclose any potential conflicts of interest or legal or disciplinary events that may impact their services. Clients can access this information on the firm’s Form ADV, available through the Securities and Exchange Commission’s website.