Financial Planning and Investing for a brighter future! Creating and protecting wealth and well-being for the people of Rochester, Owatonna, and the surrounding areas.
The truth is, most of us have similar financial goals: to support loved ones, manage risk, live without debt, accumulate wealth, provide for a secure retirement, and ultimately, to use our wealth to serve greater causes. And though our goals may be similar, how we pursue those goals is a unique and delicate process for each individual.
Achieving and maintaining financial security requires long-term attention to detail. As you marry, raise children, change jobs, lose loved ones, inherit money, and live out your retirement years, your goals and investment needs will change. It is at such pivotal points in your life that your financial advisor must understand your unique desires to help you adapt your financial plan.
Financial planning is a personalized process, it is often complex and must properly balance each individual's income, discipline, commitments, and family structure to be successful. As we work together it will be my priority to find and maintain that balance in the pursuit of your goals.
Use the "Make an Appointment" feature above to book your complimentary initial consultation.
Thank you for visiting my website. I look forward to meeting you soon.
Evin W. Lantz, Financial Planner
Chris & Evin
You many not feel ready, but you have to start somewhere.
Your strategy must include adequate protections from misfortune. Balance offense and defense wisely.
It doesn't happen on its own. It takes patience, continuous investment, and a well developed strategy.
A sound financial plan must be fully aware of the implications of taxes, both how they affect you now and how they will in the future.
The final 10 years before your retirement date are critical. Make no assumptions. You need to know your numbers and have a written plan.
Your retirement will likely last 20 to 30 years. Protect the assets you will need and find a purpose for the assets you won't need.
Owatonna: 108 West Vine St, Owatonna, MN 55060
Located east of the hardware store and south of Torey's restaurant.
Rochester: 3249 19th St NW, Ste 4, Rochester, MN 55901
Located in "The Highlands on 19th" business association between Costco and Lourdes High School. North of Paws and Claws Humane Society.
3249 19th Street NW, Suite 4, Rochester, Minnesota 55901
ROCHESTER OFFICE HOURS
Monday - Thursday:
9:00 AM - 12:00 PM (noon)
and 2:00 PM - 6:00 PM
OWATONNA OFFICE HOURS
Tuesday - Thursday:
9:00 AM - 12:00 PM (noon)
and 1:00 PM - 6:00 PM
Copyright © 2023 Renovo Financial Partners - All Rights Reserved.
Securities offered through FIRST HEARTLAND CAPITAL, INC. Member FINRA & SIPC. Advisory services offered through First Heartland Consultants, Inc. 4101 Lake Saint Louis Blvd, Lake Saint Louis, MO 63367 636.625.0900. Renovo Financial Partners and SmartVestor are not affiliated with First Heartland Capital, Inc. or First Heartland Consultants, Inc. Evin does not provide legal or tax advice, these topics may be discussed in collaboration with an attorney or CPA.
This site has been published in the United States for residents of the United States. The entire site has been prepared solely for informational purposes, and it is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Employees or representatives of Renovo Financial Partners acting as registered representatives of FIRST HEARTLAND CAPITAL, INC. and/or FIRST HEARTLAND CONSULTANTS, INC. may transact business in a particular state only if first registered, excluded or exempted from registration requirements. Evin Lantz is a Registered Representative of FIRST HEARTLAND CAPITAL, INC., a registered broker/dealer based in Lake Saint Louis, Missouri.