I spend the majority of my time helping clients prepare for retirement and enjoy living through retirement. My practice involves implementing solutions that help clients grow their wealth while protecting against four main risks: dying too soon, living too long, becoming disabled and the rising cost of living.
I implement a time-tested process with each client designed to identify your specific long-term goals, implement strategies to help you accomplish those goals and stay on track toward your long-term goals through ongoing personalized contact and face to face reviews.
My wife, Christine, and I share three children: daughter, Sloane, and sons, Nash and Klein.
I have achieved the Certified Financial Planner™ (CFP®) designation. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
Phone NumberLance D Eddie at (515) 981-7000
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