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
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.
Located in "The Highlands on 19th" business association off 19th St NW between Costco and Lourdes High School. On the north side of the street, across from Paws and Claws Humane Society.
3265 19th Street NW, Suite 240, Rochester, Minnesota 55901
Monday - Friday: 9:00 AM - 5:00 PM
Saturday: By Appointment
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Securities offered through First Heartland Capital, Inc. Member FINRA & SIPC. Advisory services offered through First Heartland Consultants, Inc. Renovo Financial Partners and SmartVestor are not affiliated with First Heartland Capital, Inc. or First Heartland Consultants, Inc. Renovo Financial Partners does not provide legal or tax advice, these topics may be discuss in collaboration with your attorney or CPA.