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Patrick Lanza | Jan 10, 2023

The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Finance

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several

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Patrick Lanza | Jan 6, 2023

What are the benefits of Diversifying my Investments?

Investments

Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and the

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Patrick Lanza | Jan 3, 2023

The Value of Investing with a Financial Advisor Instead of a Do-It-Yourself Approach

Investments

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can

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Patrick Lanza | Dec 30, 2022

What are Employee Stock Options, and why should I care?

Finance

As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, the benefits are enormous. In this

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Patrick Lanza | Dec 27, 2022

Navigating a Financial Crisis

Finance

During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right information, and sometimes you do not even know

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Patrick Lanza | Dec 23, 2022

5 Year-End Tax Planning Opportunities for the Savvy Investor

Tax Planning

Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year

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Patrick Lanza | Dec 20, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Patrick Lanza | Dec 16, 2022

Investing in the Wake of COVID-19

Investments

Intro

By now, there’s a good chance that the recent market downturn resulting from the COVID-19 pandemic has left you questioning your investment strategy. In

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Patrick Lanza | Dec 9, 2022

Investment Tips for All Seasons

Investments

If you’ve been investing in stocks or bonds for a while, you may feel like you have an understanding of this precarious trade. You may even be making plans to

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Patrick Lanza | Dec 6, 2022

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Finance
Tax Planning

 

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the

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Patrick Lanza | Dec 2, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Patrick Lanza | Nov 29, 2022

Paws and Effect - The annual cost of pet ownership and how to reduce costs

Finance
Lifestyle

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little

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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
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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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