Lanza Financial Services, LLC

Lanza Financial Services, LLC At Lanza Financial, we care about you. Our mission is to understand and achieve what’s important t Our Values

What we do is more important than what we say.

At Lanza Financial, we embody authenticity. We know what’s at stake. We know clients look to us for guidance. We take this responsibility seriously and speak plainly. We support you with a team of business and tax experts. We act from the heart. We are transparent about your financial strategy and communicate the details in an easy-to-understand manner. By listening to our clients and providing th

e best guidance to suit their needs, we create long term relationships that provide peace of mind. Our Duty

As an independent advisor we always act in our clients’ best interest. We have strong conviction and take the fiduciary duties of care, confidentiality, loyalty, obedience, and accounting very seriously. We maintain our practice in accordance with the CFP® professional code of ethics:

1. Act with honesty, integrity, competence, and diligence.
2. Act in the client’s best interests.
3. Exercise due care.
4. Avoid or disclose and manage conflicts of interest.
5. Maintain the confidentiality and protect the privacy of client information.
6. Act in a manner that reflects positively on the financial planning profession and CFP® certification. This duty allows us to establish trust and long-term personal relationships with our clients. We use our high level of expertise to provide customized guidance and support to our clients’ complex financial needs.

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.
08/21/2023

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

Enter various payment options and determine how long it may take to pay off a credit card.

The question everyone has: Will Social Security be around for you? Read this.
08/18/2023

The question everyone has: Will Social Security be around for you? Read this.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

What will your family do if you can't earn an income? Here are steps you can take today.
08/16/2023

What will your family do if you can't earn an income? Here are steps you can take today.

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
08/14/2023

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Estimate the total cost in today's dollars of various mortgage alternatives.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
08/11/2023

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

A disability could keep you from work and increase costs. How can you protect yourself?
08/09/2023

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.
08/07/2023

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

Even the most seasoned investors have biases affecting their financial choices.

Do you know how to make a social impact with your investments? Read more now.
08/02/2023

Do you know how to make a social impact with your investments? Read more now.

Learn about the rise of Impact Investing and how it may benefit you.

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.
07/31/2023

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.

Determine if you are eligible to contribute to a traditional or Roth IRA.

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?
07/28/2023

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

FDIC insurance was designed to protect your deposited funds, but do you know how?
07/26/2023

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
07/21/2023

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Address

3700 Creighton Road Suite 1
Pensacola, FL
32504

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Website

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