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Patrick Lanza | Jan 21, 2022

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Patrick Lanza | Jan 21, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Woman in grad cap and gown sitting on stairs and smiling. She's wearing a ribbon that says Doctor of Medicine
Patrick Lanza | Jul 15, 2021

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Patrick Lanza | Jul 15, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Mother and daughter cooking and laughing
Patrick Lanza | Jul 15, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Patrick Lanza | Jul 15, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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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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