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Woman writing in a paper planner with a pen
Patrick Lanza | Mar 29, 2022

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Businesswoman looking at her phone
Patrick Lanza | Mar 25, 2022

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Two people having a picnic by a lake
Patrick Lanza | Mar 22, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Patrick Lanza | Mar 18, 2022

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Patrick Lanza | Mar 15, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Group of young professionals in a meeting. They are in a casual office setting
Patrick Lanza | Mar 11, 2022

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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Woman in a suit holding a piece of paper. She is in an office setting.
Patrick Lanza | Mar 8, 2022

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Hands holding a small wrapped present
Patrick Lanza | Mar 4, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Grandmother and granddaughter knitting together
Patrick Lanza | Mar 1, 2022

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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An exit sign in a modern office building
Patrick Lanza | Feb 25, 2022

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Patrick Lanza | Feb 22, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Patrick Lanza | Feb 18, 2022

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Our mission is to understand and achieve what’s important to you by providing holistic wealth management and tax guidance that will empower you to make better financial decisions.

Patrick Lanza, CPA, CFP™
Wealth Management & Certified Financial Planner



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3700 Creighton Road, Suite 1,
Pensacola, FL 32504
(850) 484-2900
Mon - Fri: 9am - 5pm

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Lanza Financial Services ,LLC P.A. and Cambridge are not affiliated.

This communication is strictly intended for individuals residing in the states of AL, FL, ID, IL, LA, MS, NC, GA, SD, TN. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not offer tax or legal advice.

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