Skip to main content
menu
(850) 484-2900
patrick@lanzafinancial.com
  • Home
  • Our Services
    • Concierge Services
    • Investment Management Services
    • Risk Management and Insurance Planning
  • About Us
  • Resources
    • Blog
    • Financial Calculators
    • Useful Links
    • Getting Started
    • Our Business Relationships
  • Contact
  • patrick@lanzafinancial.com
  • A Couple Sitting on a Bench

Blog

  • Investments

  • Savings

  • Retirement

  • College

  • Tax Planning

A row of houses along a canal
Patrick Lanza | Nov 8, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
Read More
Elderly person holding a stress ball
Patrick Lanza | Nov 4, 2022

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

Read More
Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Patrick Lanza | Nov 1, 2022

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
Read More
A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Patrick Lanza | Oct 28, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
Read More
Patrick Lanza | Oct 21, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
Read More
A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Patrick Lanza | Oct 18, 2022

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
Read More
Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Patrick Lanza | Oct 11, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
Read More
Patrick Lanza | Oct 7, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
Read More
A black and white image of a couple laughing
Patrick Lanza | Oct 4, 2022

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
Read More
Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
Patrick Lanza | Sep 30, 2022

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
Read More
A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Patrick Lanza | Sep 27, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Read More
A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Patrick Lanza | Sep 23, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Current page 7
  • Page 8
  • Page 9
  • Page 10
  • Page 11
  • Next page Next ›
  • Last page Last »

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



Services

Investment Management Services

Concierge Services

Risk Management & Insurance Planning



Office

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

Get in Touch


 

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.

Cambridge’s Form CRS (Customer Relationship Summary)

© 2025 Lanza Financial Services, LLC All rights reserved.