Individuals & Families
INDIVIDUALS & FAMILIES
Our Ideal Clients
Want to align their financial resources with what they most value
Believe in the concept of fair compensation for diligent work and dedication
Are cordial in their personal & professional relationships
Have high expectation of client-focused service
Are able to focus on and remain committed to long-term goals
Trust professional advice
Have accumulated investable assets & desire to have them professionally managed
Are high income earners and/or high net worth individuals
Value family, quality of life and community involvement
Are reasonable in their expectations of market growth
What's Next?
At Lentz Thompson Retirement Advisors, we create a roadmap for every individual, no matter where your journey begins. Retiree, divorced, widow or widower, heirs? Come meet with us so we can discuss your situation and get started on creating the ideal plan that meets your needs.